Kristen Vanhook
Kristen Vanhook is a registered investment advisor at Osaic Wealth, INC., based in Louisville, KY, with 9 years of industry experience. Kristen 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
10629 Henning Way, Suite 1, Louisville, KY, 40241
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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
Kristen is an insurance agent at Thoroughbred Financial Agency since 2016, offering various insurance products and spending nearly full-time on this. She also works as an agent at Ruby Financial Planning since 2024, selling similar insurance products and dedicating a few hours per week, and owns Jonsten Enterprises, LLC, created to pay business expenses, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
State Registrations18 states
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