Timothy Kraayenbrink
Timothy Kraayenbrink is a registered investment advisor at Osaic Wealth, INC., based in Fort Dodge, IA, with 37 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
104 North 27th Street, Fort Dodge, IA, 50501
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Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Timothy is an Iowa State Senator, dedicating about half his time to this role. He also receives renewal commissions on existing fixed life insurance business and sells fixed life, annuities, and LTC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.