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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Lombard, IL

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Lombard, A to Z.

3 registered advisors work at Osaic Wealth, Inc. in Lombard, out of 7,289 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

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

Every Osaic Wealth, Inc. advisor →

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 Lombard

All Lombard advisors →

Forum Financial Management, LP 62Cetera Investment Advisers LLC 25Capital Analysts 15Lincoln Investment 11Northwestern Mutual Investment Services, LLC 10Pfs Investments Inc. 7Edward Jones 6Hunter Capital Management 5Cambridge Investment Research Advisors, Inc. 4Onepoint Bfg Wealth Partners 4Park Avenue Securities LLC 4Athena Advisor Services, LLC 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Lombard?

3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lombard, Illinois, 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 Lombard?

Osaic Wealth, Inc. ranks number 14 in Lombard by registered advisors; Forum Financial Management, LP has the most, with 62.

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

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.