Kyle K. Fukuchi

OSAIC WEALTH | Founding Partner/Financial Advisor

Farmington, UT 84025

CRD#: 4572587

Professional summary

I am originally from Hawaii and went to the University of Washington. I played soccer there for 4 years and was a business major with a concentration in Finance. Both my parents were teachers and I had a passion for math/finance and entrepreneurship. This career allowed me to help people, educate them, do something I love while earning a great living. I hold my Series 7,66, 24 and Life/Health and LTC licenses. I have my ChFC, CLU, and CDFA designations.

Question & Answer

What makes you the best choice for clients?

I think many advisors say they do comprehensive financial planning but many actually don't and they either do Insurance sales or wealth management. I believe one of the things that makes us unique is that we truly deliver on a comprehensive financial plan and have the technology, tools, resources, and processes to back it up.

What are your service offerings?

We specialize in full service ...

Do you have an area of expertise or specialization?

I have a CDFA so specialize in...

estate planning

and those with a lot of stock ...

PSU's

Options

Grants

ESPP

etc.) as the majority of their...

Which demographics do you typically serve?

Divorce cases

business owners

and highly compensated with co...

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

How do you get paid?

Percentage of assets and commi...

Are you a "fiduciary"?

Yes

Aliases

Kyle Kaleilvakiliopu Fukuchi

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) P9) PCRG INSURANCE POSITION: Silent Partner NATURE: Property and Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 2651 S Jordan Pkwy, #101, South Jordan UT 84095, United States DESCRIPTION: No duties. Silent partner. 2) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/16/2003 ADDRESS: 10900 NE 4th St, Suite 2413, Bellevue WA 98004, United States DESCRIPTION: Life, Disability, LTC, and health insurance sales. 3) DIVORCE PROFESSIONAL NETWORK POSITION: Member NATURE: Networking group that markets to family law and divorce attorneys. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 10900 NE 4th St, #2518, Bellevue WA 98004, United States DESCRIPTION: Help plan events and continuing education to divorce attorneys. Attend quarterly meetings. 4) F-SQUARED, LLC POSITION: Partner NATURE: DBA for Financial planning practice and planning team. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/13/2017 ADDRESS: 10900 NE 4th St, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance sales and service for multiple carriers. 5) ADVISORY RESOURCE GROUP, LLC POSITION: Executive Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/31/2023 ADDRESS: 10900 NE 4th St., Ste. 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance marketing, advisor education, and talent Acquisition. 6) KYLE FUKUCHI- RENTAL PROPERTIES POSITION: Property Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2005 ADDRESS: 114 Slater St, Kirkland WA 98033, United States DESCRIPTION: Owner of rental properties. 7) VOYANT WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/11/2024 ADDRESS: 991 Shepard Lane, Suite 210, Farmington UT 84025, United States DESCRIPTION: Financial Planning for clients referred by the estate attorneys. 8) FRED HUTCH CAMPAIGN COMMITTEE POSITION: Committee Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1100 Fairview Ave. N, Seattle WA 98109, United States DESCRIPTION: Volunteer position for the Fred Hutch Campaign Committee. Attend Committee meetings and various events.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Kaleiluakiliopu Fukuchi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Kyle Kaleiluakiliopu Fukuchi'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

CLU^®

Chartered Life Underwriter

Experience

Current

October 30, 2020 - Present

OSAIC WEALTH, INC.

Office #1: 991 Shephard Lane Suite 210, Farmington, UT 84025Office #2: 10900 Ne 4th Street Suite 2300, #2413, Bellevue, WA 98004

RIA

CRD#: 23131

Farmington, UT

Current

October 30, 2020 - Present

OSAIC WEALTH, INC.

Office #1: 991 Shephard Lane Suite 210, Farmington, UT 84025Office #2: 10900 Ne 4th Street Suite 2300, #2413, Bellevue, WA 98004

RIA

CRD#: 23131

Farmington, UT

Past

June 9, 2003 - November 2, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

BELLEVUE, WA

Past

October 16, 2002 - November 2, 2020

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

BELLEVUE, WA

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

Alaska
(8/5/2024)

Arizona
(10/30/2020)

California
(10/30/2020)

Colorado
(10/30/2020)

Florida
(10/30/2020)

IAR

Florida
(9/6/2024)

Hawaii
(10/30/2020)

Idaho
(10/30/2020)

Mississippi
(9/18/2024)

Montana
(10/30/2020)

New Hampshire
(3/25/2024)

New York
(10/30/2020)

North Carolina
(11/9/2020)

Oregon
(10/30/2020)

Pennsylvania
(10/30/2020)

Rhode Island
(10/10/2022)

South Carolina
(10/14/2021)

Texas
(10/30/2020)

IAR

Texas
(8/17/2023)

Utah
(10/30/2020)

IAR

Utah
(8/20/2025)

Washington
(10/30/2020)

IAR

Washington
(10/30/2020)

West Virginia
(2/9/2021)

Wyoming
(3/12/2025)

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 66

Date: 12/10/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2007

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

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Kyle K. Fukuchi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Kaleiluakiliopu Fukuchi's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Kyle Kaleiluakiliopu Fukuchi's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2002

Series 24

Date: 12/20/2007

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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