Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Phoenix, A to Z.
17 registered advisors work at Osaic Wealth, Inc. in Phoenix, out of 7,289 at the firm nationwide; it ranks number 25 in the city by advisors. 9 list the CFP designation and 17 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Phoenix, A to Z
Every Osaic Wealth, Inc. advisor →- Daniel G. Anstett Jr.Also a broker rep
- Michael P. CrossCertified Financial Planner · Also a broker rep
- Henry GallardoAlso a broker rep
- Jaime A. HinojosaCertified Financial Planner · Also a broker rep
- Timothy J. HollyCertified Financial Planner · Also a broker rep
- Zachary J. HollyCertified Financial Planner · Also a broker rep
- Catherine E. IvyAlso a broker rep
- Bruce L. KellerAlso a broker rep
- Michael E. LoftusAlso a broker rep
- Darren M. MonroeAlso a broker rep
- Francisco J. MosierAlso a broker rep
- Elizabeth M. PavinCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Annette L. PetzelCertified Financial Planner · Also a broker rep
- Aaron P. TitzeCertified Financial Planner · Also a broker rep
- Mary L. VannoniCertified Financial Planner · Also a broker rep
- Edward L. WilliamsCertified Financial Planner · Also a broker rep
- Ann ZlamalAlso a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does Osaic Wealth, Inc. have in Phoenix?
17 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 9 list the CFP designation and 17 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Phoenix?
Osaic Wealth, Inc. ranks number 25 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a Osaic Wealth, Inc. advisor in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.