Kathryn
Bierschwale
Osaic Institutions, Inc
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About this Advisor
Kathryn Bierschwale is a financial advisor based in Houston, Texas, working with Osaic Institutions, Inc. Kathryn has previously held positions at Parker Hannifin, Durbin Consulting, Club Pilates, Rethink Wealth, Guardian Life Insurance Company, Park Avenue Securities, Principal Life Insurance Company, Principal Securities Inc, Union Financial, Inc, Shieldmaiden Financial, Pruco Securities, LLC, The Prudential Insurance Co. Of America, Lpl Enterprise, LLC, Osaic Institutions, Inc, and Texas First Bank. Kathryn has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Kathryn is part of Osaic Institutions, Inc, which operates out of Houston, Texas. The firm has 574 offices and 630 employees. The firm manages assets totaling $4.0 billion and serves charitable clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$4,024,448,971
630
8,779
$458,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kathryn Bierschwale Work History
Osaic Institutions, Inc
Texas First Bank
The Prudential Insurance Co. Of America
Lpl Enterprise, LLC
Shieldmaiden Financial
Pruco Securities, LLC
Union Financial, Inc
Park Avenue Securities
Principal Life Insurance Company
Principal Securities Inc
Rethink Wealth
Guardian Life Insurance Company
Club Pilates
Durbin Consulting
Parker Hannifin
Disclosures
Please visit the SEC profile of Kathryn Bierschwale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Institutions, Inc
Charlotte, NC
Richmond, VA
Haverford, PA
Newton, MA
Ridgefield, CT
Christiansburg, VA
Astoria, NY
Ravenna, OH
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