Peter Kranenburg is a registered investment advisor at Osaic Wealth, INC., based in Lehi, UT, with 19 years of industry experience. Peter 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
2972 West Maple Loop, Suite 302, Lehi, UT, 84043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter works for Kranenburg & Kranenburg, Inc., meeting with clients, discussing taxes, and preparing tax returns, taking about half of his time. He is also a member of Independence Day Arms and Ammunition, LLC, dedicating a few hours per week, and owns a vacation rental property, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
E*trade Securities LLCBroker
State Registrations4 states
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