Suparna M. Tirukonda

OSAIC WEALTH

WICHITA, KS 67205

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CRD#: 5730231

Professional summary

Suparna M Tirukonda, CFP®, who also goes by Suparna M Makayee, Sue M Tirukonda, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Wichita, Kansas.

Suparna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Suparna has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Suparna M Makayee | Sue M Tirukonda

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. SAA Advisor POS: Advisor Nature: SAA Advisor Inv. Related: Yes Hours: 150 Sec Trading Hours: 6 Start: 11/27/2017 Addy: 7570 W 21st St. N, Ste 1050A, Wichita KS 67205 2. Cordell Wealth Management POS: Financial Planner Nature: College funding counseling Inv. Related: Yes Hours: 2 Sec Trading Hours: 2 Start: 11/01/2010 Addy: 7570 W 21st St. N, Ste 1050A, Wichita KS 67205 3. Cordell Wealth Management POS: Agent Nature: Insurance Sales Inv. Related: Yes Hours: 10 Sec Trading Hours: 8 Start: 11/01/2010 Addy: 7570 W 21st St. N, Ste 1050A, Wichita KS 67205 4. DBA: Cordell Wealth Management 5. UNITED WAY OF THE PLAINS POS: Board Member NATURE: Board member at United Way of the Plains INV. RELATED: No HOURS: 1 SEC TRADING HOURS: 0 START: 01/01/2022 ADDY: 245 N Water St, Wichita KS 67202 DESC.: Serve on the board. Provide feedback and guidance to the United Way executive team on matters related to the non-profit. 6. FINANCE CHAIR POS: Finance Committee Chair NATURE: Finance Committee Chair, United Way of the Plains INV. RELATED: Yes HOURS: 1 SEC TRADING HOURS: 1 START: 01/01/2023 ADDY: 245 N Water St, Wichita KS 67202 DESC.: My responsibility is chair of the committee that provides oversight to develop the budget for the non-profit and money managers. The United Way of the Plains has an Inv. account managed by outside money managers. My responsibility would include hearing reports from the money managers and sharing that with the Board of Directors. I do not have the authority to direct the way they manage money. I would also be one of five persons authorized to sign checks. Checks require two signatures. The CFO has the authority to direct payments. I do not have this authority. I'm simply a signer. The Finance Chair is a one-year position. 7. WICHITA INDEPENDENT BUSINESS ASSOCIATION POS: Board Chair NATURE: Wichita Independent Business Association INV. RELATED: No HOURS: 1 SEC TRADING HOURS: 1 START: 01/02/2017 ADDY: 100 N Broadway, Ste L105, Wichita KS 67202 DESC.: Updating current OBA as Board Chair starting 1/1/23. It is a one-year position for 2023. Run board meetings, member of the executive committee that works with the president of WIBA, provide secondary approval on bills, which are then paid by the Treasurer. The organization is run by a team employed by WIBA. Decisions are made by the Board or WIBA team and not by me individually. I am also the advisor for the WIBA Simple retirement plan. 8. FINANCIAL ADVISOR WITH CORDELL & ASSOCIATES POS: President/Financial Advisor NATURE: Cordell & Associates is an S Corp owned by Ryan Gigous and me through each of our wholly owned LLCs. My share is owned by my LLC, Anura Capital LLC, and Ryan's share is owned by Satori Wealth. I am employed by Cordell & Associates as a Financial Advisor. I conduct business under our DBA Cordell Wealth Management. INV. RELATED: Yes HOURS: 160 SEC TRADING HOURS: 120 START: 01/01/2025 ADDY: 7570 W 21st St N, Ste 1050A, Wichita KS 67205, United States DESC: I work with clients providing financial services. 9. ANURA CAPITAL LLC POS: President NATURE: Anura Capital is an LLC that was created to facilitate the purchase of Rene Cordell's practice. Anura Capital purchased approximately 75% of his practice and is the co-owner of Cordell & Associates. The entity is responsible for paying Rene per the Asset Purchase agreement, and is how the tax-related issues about the purchase are handled. Funds earned by the production group pass through Anura Capital to Cordell & Associates to pay payroll and other business-related expenses. INV. RELATED: No HOURS: 0 SEC TRADING HOURS: 0 START: 12/10/2024 ADDY: 4601 E Douglas, Ste 150, Wichita KS 67218, United States DESC.: Calculate the amount owed to Rene Cordell per our Asset Purchase agreement and to facilitate payment of those funds monthly. Calculate production group revenue to pass through to Cordell & Associates monthly.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Suparna M Tirukonda's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Suparna M Tirukonda'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 7570 W 21st St N Ste 1050a, Wichita, KS 67205Office #2: 2231 Sw Wanamaker Rd, Ste 100, Topeka, KS 66614-4275

RIA

CRD#: 23131

WICHITA, KS

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 7570 W 21st St N Ste 1050a, Wichita, KS 67205Office #2: 2231 Sw Wanamaker Rd, Ste 100, Topeka, KS 66614-4275

RIA

CRD#: 23131

WICHITA, KS

Past

November 29, 2017 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

WICHITA, KS

Past

November 29, 2017 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

WICHITA, KS

Past

September 10, 2010 - December 5, 2017

FINANCIAL BENEFITS, INC

RIA

CRD#: 114407

WICHITA, KS

Past

April 6, 2010 - December 11, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WICHITA, KS

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

Alabama
(12/18/2024)

Arizona
(6/14/2024)

Arkansas
(12/5/2024)

California
(6/14/2024)

Colorado
(6/14/2024)

District of Columbia
(12/18/2024)

Florida
(6/14/2024)

IAR

Florida
(5/9/2025)

Georgia
(6/14/2024)

Hawaii
(12/18/2024)

Idaho
(6/14/2024)

Illinois
(6/14/2024)

Iowa
(6/14/2024)

Kansas
(6/14/2024)

IAR

Kansas
(6/14/2024)

Kentucky
(12/18/2024)

Louisiana
(12/18/2024)

Maryland
(12/18/2024)

Massachusetts
(1/13/2025)

Michigan
(12/18/2024)

Minnesota
(12/18/2024)

Missouri
(6/14/2024)

Montana
(12/5/2024)

Nebraska
(12/18/2024)

Nevada
(6/14/2024)

New Jersey
(12/18/2024)

New Mexico
(12/18/2024)

New York
(12/18/2024)

North Carolina
(12/5/2024)

North Dakota
(12/18/2024)

Ohio
(6/14/2024)

Oklahoma
(6/14/2024)

Oregon
(6/14/2024)

Pennsylvania
(12/5/2024)

South Carolina
(12/5/2024)

South Dakota
(1/13/2025)

Texas
(12/18/2024)

IAR

Texas
(12/18/2024)

Utah
(12/18/2024)

Virginia
(6/14/2024)

Washington
(12/5/2024)

Wisconsin
(12/18/2024)

Wyoming
(5/14/2025)

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: 6/23/2010

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: 4/5/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/16/2014

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.

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Suparna M. Tirukonda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Suparna M Tirukonda's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Suparna M Tirukonda's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

FINANCIAL BENEFITS, INC

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2010

Series 24

Date: 9/16/2014

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.

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