Adviser and broker representative · Osaic Wealth, Inc.
Kimberly M. Korf
CRD 3048652 · Nevada City, CA
At a glance
Kimberly M. Korf is an investment adviser representative with Osaic Wealth, Inc. in Nevada City, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kimberly’s SEC record dates to 1999, about 27 years ago. Kimberly is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since November 2018Nevada City, CA · $235B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kimberly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.