Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Peoria, IL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Peoria, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Peoria, out of 7,289 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Peoria, A to Z
Every Osaic Wealth, Inc. advisor →- David A. HohmannAlso a broker rep
- Jesse E. Jackson-HohmannAlso a broker rep
- Angelica G. PhippsAlso a broker rep
- Jeffrey D. ShanineAlso 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 Peoria
All Peoria advisors →Morgan Stanley 32LPL Financial LLC 23David Vaughan Investments, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Edward Jones 10State Farm Investment Management Corp. 9Wells Fargo Advisors Financial Network, LLC 9Wells Fargo Clearing Services, LLC 7Equitable Advisors, LLC 6MML Investors Services, LLC 6Ameritas Advisory Services, LLC 5Guardian Wealth Management Inc. 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in Peoria?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Peoria, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Peoria?
Osaic Wealth, Inc. ranks number 17 in Peoria by registered advisors; Morgan Stanley has the most, with 32.
How do I check a Osaic Wealth, Inc. advisor in Peoria?
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.