Stephen Kitner
Financial advisor at Osaic Wealth
At a glance
Services through Osaic Wealth
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowOsaic Wealth, Inc.Current firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Stephen
How do I contact Stephen?
Call Osaic Wealth at 800-821-5100 and ask for Stephen Kitner. Stephen works from the St. Petersburg, FL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.