Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Kokomo, IN
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Kokomo, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Kokomo, out of 7,287 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Kokomo, A to Z
Every Osaic Wealth, Inc. advisor →- Jason M. KendallCertified Financial Planner · Also a broker rep
- Melissa D. McFaddenAlso a broker rep
- Neal A. RouchChartered Financial Consultant · Also a broker rep
- William E. SnowCertified 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 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 Kokomo
All Kokomo advisors →Creative Financial Designs, Inc. 77Edward Jones 12Raymond James Financial Services Advisors, Inc. 8Gettings Busch Wealth Management 4Independent Advisor Alliance, LLC 4LPL Financial LLC 4Ameriprise Financial Services, LLC 3Ausdal Financial Partners, Inc. 3Milestone Asset Management, LLC 3Raymond James & Associates, Inc. 3Sycamore Financial Group 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Kokomo?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Kokomo, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Kokomo?
Osaic Wealth, Inc. ranks number 7 in Kokomo by registered advisors; Creative Financial Designs, Inc. has the most, with 77.
How do I check a Osaic Wealth, Inc. advisor in Kokomo?
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.