user avatar

Corbin Wade Krell

Advisor at OSAIC — Mesa, AZ E Baseline Road

Updated today

Credentials

Series 65, Series 66

Experience

26 years

Location

Mesa, AZ 85206

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Corbin Krell is a financial advisor with OSAIC, holding Series 65 and Series 66 registrations and over 26 years of industry experience. His career includes previous roles at Woodbury Financial Services and Questar Asset Management, as well as operating Krell Financial Group since 2007. Outside of advising, he is a partner in a cigar bar and is licensed as a real estate salesperson, working as an independent contractor with Axen Realty. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm employs a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Private / alternative investments

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Mesa, AZ E Baseline Road

4140 E Baseline Road, Suite 101

Mesa AZ 85206

Advisors at this office

2

Most active in

Arizona

Work history

26 years of industry experience

OSAIC

2024 - Present • 2 years

Gilbert, AZ

Woodbury Financial Services, inc.

2019 - 2024 • 5 years

Gilbert, AZ

Woodbury Financial Services, inc.

2019 - 2024 • 5 years

Gilbert, AZ

Questar Asset Management

2013 - 2019 • 6 years

Minneapolis, MN

Questar Capital Corporation

2013 - 2019 • 6 years

Minneapolis, MN

Krell Financial Group

2007 - Present • 19 years

Teppe, AZ

Country Trust Bank

2003 - 2007 • 4 years

Mesa, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ekenna A

CFP®, AAMS®, AIF®, Series 66, Series 63

Scottsdale, AZ

Pacific Canyon Investments

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Concentrated stock management General retirement planning Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Inherited wealth Doctor or Medical Professional Technology Professional Founder/Business Owner Self-Employed African Americans/Black Minorities HENRY (High Earners, Not Rich Yet) Established Professionals Behavioral coaching / decision support
user avatar

Andrew R

Series 65

Scottsdale, AZ

Bayntree Wealth Advisors, LLC

Andrew Rafal is a financial advisor at Bayntree Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Financial Services and Redwood Investment Management, LLC. Rafal is also involved as a member or manager in several holding companies. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return while limiting downside risk and employs a selective approach to third-party manager delegation.

Income planning Annuities Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
user avatar

Don L

CFP®, Series 63, Series 66, Series 65

Mesa, AZ

Larson Wealth Management, LLC

Don Larson is a CFP® professional with 20 years of experience in financial advising. He founded Larson Wealth Management, LLC in 2011 after seven years at Steele Larson Advisors, LLLP. Outside of his advisory work, he owns and manages Larson Business & Tax Solutions, a bookkeeping and tax preparation service, and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocations across various asset classes, combining fundamental and technical analysis with portfolio reviews at least quarterly.

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
user avatar

Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

Passive / index investing Real estate investing Annuities
user avatar

Tanner E

Series 65

Queen Creek, AZ

Stride Wealth LLC

Tanner Erickson is a financial advisor at Stride Wealth LLC in Queen Creek, AZ, holding a Series 65 designation. He has one year of experience with Stride Wealth and additional background in consulting and other roles at West Monroe Partners, University of Utah, and several other organizations. Erickson divides his professional time between his advisory role and external employment, as well as maintaining other business ventures. Stride Wealth LLC provides portfolio management and comprehensive financial planning services to individuals, families, trusts, small businesses, and institutional clients. The firm employs a blend of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary services, integrating custodial reporting and conducting quarterly account reviews.

General retirement planning Income planning Real estate investing Passive / index investing Founder/Business Owner Retired
user avatar

Chase F

Series 63, Series 65

Phoenix, AZ

The Financial Chase LLC

Chase Floyd is the principal advisor at The Financial Chase LLC, an independent firm based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He previously operated Floyd Financial Services LLC for 11 years. The Financial Chase LLC provides discretionary investment management and financial planning services to individual and business clients. The firm primarily uses diversified mutual funds and ETFs within a fundamental, long-term investment framework, managing accounts on a discretionary basis while offering standalone financial planning on an hourly or fixed-fee basis.

General retirement planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)