Kelly Kampstra is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Gettysburg, PA, with 13 years of industry experience. Kelly 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
37 South 5th Street, Gettysburg, PA, 17325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is involved in several business activities, including real estate holding, financial advisory operations management, cryptocurrency mining, and serving as a board member and treasurer for the Adams County Library System. She dedicates about half her time to operations management for Kampstra Wealth Management and Kampstra Enterprises Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
State Registrations1 state
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