Adviser and broker representative · Osaic Wealth, Inc.
Richard S. Vest
CRD 1202023 · Osage Beach, MO
At a glance
Richard S. Vest is an investment adviser representative with Osaic Wealth, Inc. in Osage Beach, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2001, about 24 years ago. Richard is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Osaic Wealth, Inc.Since February 2006Osage Beach, MO · $235B in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Shawn A. ManuelOsage Beach
- Mark J. AasenWest Des Moines
- Angela C. AbbottKimberly
- Steven V. AbbruzzeseLivingston · Chartered Financial Consultant
- Antar A. AbderrahmanSan Diego
- Evan C. AbelSaint Charles
- Heath P. AbernathyGrapevine · Certified Financial Planner
- Richard J. AbernathyTroy
Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Advisor Moves: who changed firms this week →