Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Oakbrook Terrace, IL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Oakbrook Terrace, A to Z.
The short answer
8 registered advisors work at Osaic Wealth, Inc. in Oakbrook Terrace, out of 7,289 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Oakbrook Terrace, A to Z
Every Osaic Wealth, Inc. advisor →- Cory BannesterAlso a broker rep
- William P. BishopAlso a broker rep
- Gregg R. FortuneCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- David M. LewandowskiAlso a broker rep
- Kevin J. WebbAlso a broker rep
- Michael P. WebbChartered Financial Analyst · Also a broker rep
- Pablo R. ZalduendoAlso a broker rep
- Paul J. ZalduendoCertified 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 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 Oakbrook Terrace
All Oakbrook Terrace advisors →Mariner 27Ameriprise Financial Services, LLC 22UBS Financial Services Inc. 22Harvest Investment Services, LLC 17Goldstone Financial Group, LLC 15RBC Capital Markets, LLC 15Transamerica Financial Advisors, LLC 11Raymond James & Associates, Inc. 9Sage Private Wealth Group, LLC 9Edelman Financial Engines 7Pfs Investments Inc. 5Robert W. Baird & Co. Incorporated 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in Oakbrook Terrace?
8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Oakbrook Terrace, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Oakbrook Terrace?
Osaic Wealth, Inc. ranks number 10 in Oakbrook Terrace by registered advisors; Mariner has the most, with 27.
How do I check a Osaic Wealth, Inc. advisor in Oakbrook Terrace?
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.