Kade Orsburn, financial advisor Southlake TX

Kade Orsburn

CRD Number: 7475893
Current Firm: Solutions 4 Wealth

Kade Orsburn (CRD# 7475893) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Solutions 4 Wealth Southlake, TX Mar 2021 - Current 3
The Law Offices Of Tim Powers Denton, TX Jan 2021 - Mar 2021 < 1
Unemployed Lake Kiowa, TX Aug 2020 - Jan 2021 < 1
Baylor University Football Waco, TX May 2018 - Aug 2020 2
Baylor Univesity Waco, TX Aug 2017 - Aug 2020 3
Denton County District Attorney's Office Denton, TX May 2019 - Aug 2019 < 1
Texas A&m University College Station, TX Jan 2017 - May 2017 < 1
Baylor University Waco, TX Aug 2016 - Dec 2016 < 1
Callisburg High School Callisburg, TX Aug 2013 - May 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Kade J. Orsburn
Phone Number: 817-934-7010
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $259,870
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, NH, SC, TX

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