Kendra Osowski

Retirement Plan Services Expert with over 19 years of experience helping Plan Sponsors and Plan Participants navigate their future.

Role: Managing Director, Retirement Plan Division at Smalley Investments
Location: Grand Rapids, MI, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Kendra Osowski

Retirement Plan Services Expert with over 18 years of industry…

Experience

Managing Director, Retirement Plan Division
Smalley Investments
Feb 2023 — Present

Education

Central Michigan University
BS in BA
1999 — 2003

Skills

Series 6
Pensions
401k
Fixed Annuities
Mutual Funds
Employee Benefits
Series 63
Retirement
Defined Benefit
Series 7
Financial Services
Retirement Planning
Investments
Asset Allocation

Contact information

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Work email
•••••@smalleyinvestments.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Smalley Investments

Investment Management · 8 employees · Founded 1999 · Lansing, Michigan, United States

At Smalley Investments - we help our clients live better financial lives. We combine personalized, one-on-one wealth advisory services with online tools to manage your entire financial life from one consolidated and secure place. We pull it all together and provide you with strategies & options. We are financial advisors, consultants, managers, and educators. We will help you get organized, consolidated, focused, and make sure that everything you have works well together to help you achieve your dreams. We provide fiduciary services and institutional investment management to organizations large and small. For more than fifteen years we have been managing institutional investments, including endowment funds, retirement plans, and workers\' compensation funds. Talk to us to see how we can assist you in performing your fiduciary responsibilities and optimize your organization\'s investments. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Fixed insurance products and services are separate from and not offered through Commonwealth. Securities & advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Review our Terms of Use: Smalley Investments 213 East Saint Joseph Street Lansing, MI 48••••••••50

smalleyinvestments.com

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About Kendra Osowski

Experience

Managing Director, Retirement Plan Division

Education

Central Michigan University

Skills

Find verified contacts for anyone on LinkedIn