Kathryn Lichty
Kathryn Lichty is a registered investment advisor at Osaic Wealth, INC., based in Portland, OR, with 17 years of industry experience. Kathryn 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
Resource Financial Planning, 10300 SW Greenburg Rd., #200, Portland, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathryn is a statutory agent at Resource Insurance Services, Inc. where she advises clients on and opens life insurance, fixed annuities, variable annuities, and long-term care insurance policies, dedicating a few hours per week. She is also President of Resource Financial Planning, Inc. and may become a successor trustee and financial advisor for her stepfather's trust.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Marketing One Securities, INC.Broker
State Registrations32 states
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