Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Lakewood, CO
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Lakewood, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Lakewood, out of 7,289 at the firm nationwide; it ranks number 25 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Lakewood, A to Z
Every Osaic Wealth, Inc. advisor →- Niccolo D. CocoCertified Financial Planner · Also a broker rep
- Gage J. HarmonAlso a broker rep
- Douglas J. MayesChartered Financial Consultant · Also 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 Lakewood
All Lakewood advisors →Strategic Advisers LLC 37Edward Jones 26Wells Fargo Clearing Services, LLC 23Valic Financial Advisors, Inc. 20LPL Financial LLC 16Eagle Strategies LLC 11Cetera Investment Advisers LLC 9Kestra Advisory Services, LLC 9Legacy Wealth Partners, LLC 9Bam Wealth Management LLC 8Financial Security Management, Inc. 8Raymond James Financial Services Advisors, Inc. 7
Questions
How many financial advisors does Osaic Wealth, Inc. have in Lakewood?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lakewood, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Lakewood?
Osaic Wealth, Inc. ranks number 25 in Lakewood by registered advisors; Strategic Advisers LLC has the most, with 37.
How do I check a Osaic Wealth, Inc. advisor in Lakewood?
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.