Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Boise, ID
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Boise, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Boise, out of 7,287 at the firm nationwide; it ranks number 46 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Boise, A to Z
Every Osaic Wealth, Inc. advisor →- Andrew LinsenmannAlso a broker rep
- Glenn P. LyonsAlso a broker rep
- Jesse L. WoodsCertified Financial Planner · 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 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Boise
All Boise advisors →Wells Fargo Clearing Services, LLC 58The Caprock Group, LLC 31Morgan Stanley 28Edward Jones 23LPL Financial LLC 22Legacy Wealth Management, LLC 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Venturi Private Wealth 16Cetera Investment Advisers LLC 13D.A. Davidson & Co. 13UBS Financial Services Inc. 13Ameriprise Financial Services, LLC 12
Questions
How many financial advisors does Osaic Wealth, Inc. have in Boise?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Boise, Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 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 Boise?
Osaic Wealth, Inc. ranks number 46 in Boise by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 58.
How do I check a Osaic Wealth, Inc. advisor in Boise?
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.