Adviser and broker representative · Osaic Wealth, Inc.
Tae Chung Kim
CRD 5637680 · Overland Park, KS
At a glance
Tae Chung Kim is an investment adviser representative with Osaic Wealth, Inc. in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tae Chung’s SEC record dates to 2015, about 10 years ago. Tae Chung is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since January 2024Overland Park, KS · $235B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Tae’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.