Maquoketa, IA Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,560 offices

Location

146 S Main Street

Maquoketa IA 52060

Advisors at this office

2

Advisors at this office

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Steven K

Series 65, Series 63

Maquoketa, IA

OSAIC

Steven Kinrade is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has previously worked at Ameritas Investment Corp and Central Financial Services, and he manages Kinrade Family Angus, a family farm involved in row crops and Angus cattle breeding. Kinrade is also a licensed independent insurance agent selling fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated portfolio management across a variety of investment products.

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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Tenley C

Series 66

Maquoketa, IA

OSAIC

Tenley Cavanagh is a financial advisor with Osaic Wealth Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, she was not employed in the financial industry for ten years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with access to various investment products and third-party money managers, using tools such as asset-allocation models and automated rebalancing to manage portfolios on a discretionary or non-discretionary basis.

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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