Jonathan B. Kvasnik

OSAIC WEALTH

St Paul, MN 55105

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CRD#: 2209191

Professional summary

Jonathan Bruce Kvasnik, ChFC®, who also goes by Jon Kvasnik, is a registered financial advisor currently at OSAIC WEALTH, INC. located in St Paul, Minnesota.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jonathan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Kvasnik

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SECURITIES AMERICA ADVISORS INVESTMENT ADVISORY - IAR - INVESTMENT RELATED- START DATE: 7/2015 - ADDRESS 607 SOUTH SMITH AVE, ST PAUL MN 55107 2. CHEROKEE INVESTMENT SERVICES - DBA 3. BANKCHEROKEE POSITION: dual employee NATURE: dual employer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1996 ADDRESS: 607 South Smith Ave, St. Paul MN 55107 DESCRIPTION: dual employee of Bank Cherokee. I do work in capacity of providing banking services from this bank 4. ABSOLUTE FINANCIAL POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116, DESCRIPTION: own and manage rental property 5. NOT SO KOSHER POSITION: currently as guest host and spouse of owner NATURE: Pod Casting show and Podcasting network INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116 DESCRIPTION: Currently owned and operated by my spouse. I will be doing non investment related comedy entertainment and interviews of show guests. I also may do live comedy appearances for the show. I will be an officer of the business. I will not be doing any investment related activity related to this OBA. I currently receive no compensation for my activity 6. HONEY MONEY POSITION: Owner/Operator NATURE: Beekeeping and sales of honey INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2016 ADDRESS: 1670 Beechwood Ave, St. Paul MN 55116 DESCRIPTION: provide beekeeping services and sale of honey from the bee hives 7. FINRA ARBITRATOR POSITION: FINRA Arbitrator NATURE: FINRA Arbitrator INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2020 ADDRESS: 607 South Smith Ave, Saint Paul MN 55107 DESCRIPTION: As requested act as a FINRA arbitrator.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Bruce Kvasnik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Bruce Kvasnik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 985 Grand Ave, St Paul, MN 55105Office #2: 999 Village Center Dr, North Oaks, MN 55127Office #3: 607 S Smith Ave, St Paul, MN 55107

RIA

CRD#: 23131

St Paul, MN

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 985 Grand Ave, St Paul, MN 55105Office #2: 999 Village Center Dr, North Oaks, MN 55127Office #3: 607 S Smith Ave, St Paul, MN 55107

RIA

CRD#: 23131

St Paul, MN

Past

July 7, 2015 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

ST PAUL, MN

Past

July 7, 2015 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

ST PAUL, MN

Past

January 31, 2014 - July 23, 2015

FINTEGRA, LLC

RIA

CRD#: 16741

ST. PAUL, MN

Past

November 3, 2003 - July 23, 2015

FINTEGRA, LLC

CRD#: 16741

ST. PAUL, MN

Past

December 16, 2001 - October 31, 2003

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

February 20, 1997 - December 16, 2001

AMERICAN CAPITAL CORPORATION

CRD#: 16124

VALLEY FORGE, PA

Past

February 22, 1995 - February 11, 1997

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

January 31, 1992 - February 23, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 31, 1992 - February 23, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/14/2024)

Arkansas
(6/14/2024)

California
(6/14/2024)

Colorado
(6/2/2025)

District of Columbia
(6/14/2024)

Florida
(6/14/2024)

Georgia
(6/14/2024)

Illinois
(6/14/2024)

Indiana
(6/14/2024)

Iowa
(6/14/2024)

Minnesota
(6/14/2024)

IAR

Minnesota
(6/14/2024)

Montana
(6/14/2024)

New York
(6/14/2024)

Oklahoma
(6/14/2024)

Oregon
(6/14/2024)

South Dakota
(1/2/2025)

Texas
(6/14/2024)

Vermont
(6/14/2024)

Washington
(6/14/2024)

Wisconsin
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/29/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jonathan B. Kvasnik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Bruce Kvasnik's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Bruce Kvasnik's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

FINTEGRA, LLC

FINTEGRA, LLC

PAN-AMERICAN FINANCIAL ADVISERS

AMERICAN CAPITAL CORPORATION

U.S. BANCORP INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2002

Series 63

Date: 2/6/1992

SIE

Date: 10/1/2018

Series 7

Date: 1/29/1992

Series 24

Date: 8/8/1997

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

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