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Advisors / Florida / St. Petersburg
1yr

Stephen Kitner

Financial advisor at Osaic Wealth

St. Petersburg, FLFiduciary advisor
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeSt. Petersburg, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. Sep 2026 – now
    Osaic Wealth, Inc.Current firm

Questions to ask Stephen

Tailored to Stephen’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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