Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Greenwood, IN
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Greenwood, A to Z.
The short answer
8 registered advisors work at Osaic Wealth, Inc. in Greenwood, out of 7,287 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Greenwood, A to Z
Every Osaic Wealth, Inc. advisor →- Paul D. ClodfelterAlso a broker rep
- Evan M. CoffmanAlso a broker rep
- John S. CoffmanAlso a broker rep
- Joseph H. CoffmanAlso a broker rep
- Michael J. CoffmanCertified Financial Planner · Also a broker rep
- John Francis A. EvansCertified Financial Planner · Also a broker rep
- James M. KaiserAlso a broker rep
- Jami J. WolsieferAlso 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 Greenwood
All Greenwood advisors →Raymond James & Associates, Inc. 19Edward Jones 13Thrivent Investment Management Inc. 9LPL Financial LLC 6Fifth Third Securities, Inc. 5Financial Plans & Strategies, Inc. 5J.P. Morgan Securities LLC 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Cetera Investment Advisers LLC 3Marian Investor Coaching, Inc. 3Mwa Financial Services Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Greenwood?
8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Greenwood, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 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 Greenwood?
Osaic Wealth, Inc. ranks number 4 in Greenwood by registered advisors; Raymond James & Associates, Inc. has the most, with 19.
How do I check a Osaic Wealth, Inc. advisor in Greenwood?
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.