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Corbin Krell

25 Years of Experience
Mesa, AZ
BrokerSells Insurance

Corbin Krell is a registered investment advisor at Osaic Wealth, INC., based in Mesa, AZ, with 25 years of industry experience. Corbin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

4140 E Baseline Road, Suite 101, Mesa, AZ, 85206

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Corbin is a partner in The Yard Cigar Bar since 2015 and an insurance agent for Stickler Webb Insurance since 2025, dedicating minimal time to the latter. He is also a member of Hunter Holdings DBA: Krell Wealth Management, spending a few hours per week on wealth management activities, including real estate.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Osaic Wealth, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
March 2019 - January 2024 · 4 yrs 10 mos
Woodbury Financial Services, INC.
March 2019 - January 2024 · 4 yrs 10 mos
Questar Asset Management, INC.
October 2013 - March 2019 · 5 yrs 5 mos
Questar Capital CorporationBroker
September 2013 - March 2019 · 5 yrs 6 mos
Sii Investments, INC.
September 2008 - September 2013 · 5 yrs
Sii Investments, INC.Broker
September 2008 - September 2013 · 5 yrs
Scf Investment Advisors, INC.
March 2007 - August 2008 · 1 yr 5 mos
Scf Securities, INC.Broker
March 2007 - August 2008 · 1 yr 5 mos
Country Trust Bank
December 2003 - March 2007 · 3 yrs 3 mos
Country Capital Management CompanyBroker
June 2003 - March 2007 · 3 yrs 9 mos
Nathan & Lewis Securities, INC.Broker
May 2001 - May 2003 · 2 yrs
American Express Financial Advisors INC.Broker
May 2000 - February 2001 · 9 mos
Ids Life Insurance CompanyBroker
May 2000 - February 2001 · 9 mos
State Registrations12 states
AZCACOFLNMOHORPATXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Corbin Krell - Financial Advisor | TrueAdvisor