We are an independent financial firm that was established in 2009 to ensure that our clients have access to unbiased research and a wide variety of investment choices to complement your goals and help you make informed decisions. 

We offer this website as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.

If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.

We appreciate your interest in Oswald Konz Financial Group and sincerely look forward to serving you.

Dear Client,

I’m writing to let you know about an upcoming change to your Investor360°® login that will help provide additional security to your accounts.

Beginning May 20, the next time you log in to Investor360° you will be asked to assign a specific user to your ID. You can do this by selecting the designated user from the dropdown menu and clicking Save. Please keep in mind the following:

• You will be prompted to update your password and security questions.
• You will also need to update your credentials with any third-party software that is linked to your login ID.
• The designated user will still be able to view all accounts in the household he or she has permission to view but will only be permitted to make changes to accounts for which he or she is an authorized user.
• Designated users will receive a paper mailing notifying them of the change and confirming that they authorized it.
• If you wish to establish additional IDs for other account holders in the portfolio—or for an interested third party, such as an accountant or lawyer, who frequently visits the site—please contact us.
If you have any other questions, or wish to discuss anything regarding your portfolio, feel free to call us at 920-390-4555.


Oswald-Konz Financial Group
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This communication strictly intended for individuals residing in the states of CA,CO,FL,GA,IA,IL,KS,LA,MI,MN,MO,NV,NY,PA,WA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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