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Seth K

Series 63, Series 65

Hillsboro, OR

OSAIC

Seth Krussman is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. He previously worked at SagePoint Financial, Inc. for eight years and has been self-employed since 2013. Outside of his advisory role, he serves as president of Swift Creek Dock LLC, a nonprofit entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services with access to multiple investment platforms, including third-party money managers and unified managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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