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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Montana

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Montana, by city and A to Z.

The short answer

42 registered advisors work at Osaic Wealth, Inc. in Montana, out of 7,289 nationwide; it's the firm's number 35 state by advisors, and the most are in Billings (8). 7 list the CFP designation and 42 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in Montana

Every firm in Montana →

Billings 8Missoula 6Butte 5Miles City 5Bozeman 4Helena 3Kalispell 3Great Falls 2Acton 1Big Sky 1Livingston 1

Osaic Wealth, Inc. advisors in Montana, A to Z

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Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 816New York 608Florida 465Texas 388Arizona 371Pennsylvania 314Ohio 310Wisconsin 300Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Massachusetts 151Indiana 147Maryland 140Nebraska 137Georgia 130Tennessee 129Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in Montana?

42 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 7 list the CFP designation and 42 are also registered as broker representatives.

Where in Montana does Osaic Wealth, Inc. have the most advisors?

Billings, with 8, then Missoula (6). Osaic Wealth, Inc. has advisors in 11 cities in Montana.

How do I check a Osaic Wealth, Inc. advisor in Montana?

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.