Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Rockford, IL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Rockford, A to Z.
The short answer
8 registered advisors work at Osaic Wealth, Inc. in Rockford, out of 7,289 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 8 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Rockford, A to Z
Every Osaic Wealth, Inc. advisor →- James E. EastonCertified Financial Planner · Also a broker rep
- Michael J. ForemanAlso a broker rep
- Simeon E. HansonAlso a broker rep
- Marjorie L. LarsonCertified Financial Planner · Also a broker rep
- Paul D. LonerCertified Financial Planner · Also a broker rep
- Gary D. LoveCertified Financial Planner · Also a broker rep
- Joseph J. ReynoldsAlso a broker rep
- Justin M. SeivertAlso 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 Rockford
All Rockford advisors →Savant Wealth Management 200Choreo, LLC 76Ameriprise Financial Services, LLC 19Edward Jones 18Wells Fargo Clearing Services, LLC 14LPL Financial LLC 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Cambridge Investment Research Advisors, Inc. 8Morgan Stanley 8Robert W. Baird & Co. Incorporated 8Harbour Investments, Inc. 7Midland Wealth Management 7
Questions
How many financial advisors does Osaic Wealth, Inc. have in Rockford?
8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Rockford, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 8 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Rockford?
Osaic Wealth, Inc. ranks number 10 in Rockford by registered advisors; Savant Wealth Management has the most, with 200.
How do I check a Osaic Wealth, Inc. advisor in Rockford?
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.