Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Cedar Rapids, IA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Cedar Rapids, A to Z.

8 registered advisors work at Osaic Wealth, Inc. in Cedar Rapids, out of 7,289 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Cedar Rapids, A to Z

Every Osaic Wealth, Inc. advisor →

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 Cedar Rapids

All Cedar Rapids advisors →

Bfc Planning, Inc. 113Nations Financial Group, Inc. 43LPL Financial LLC 30Transamerica Financial Advisors, LLC 26Edward Jones 17Wells Fargo Clearing Services, LLC 16Cetera Investment Advisers LLC 12Basepoint Wealth, LLC 11Robert W. Baird & Co. Incorporated 10Equitable Advisors, LLC 9Berthel, Fisher & Company Financial Services, Inc. 8Commonwealth Financial Network 6

Questions

How many financial advisors does Osaic Wealth, Inc. have in Cedar Rapids?

8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Cedar Rapids, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Cedar Rapids?

Osaic Wealth, Inc. ranks number 12 in Cedar Rapids by registered advisors; Bfc Planning, Inc. has the most, with 113.

How do I check a Osaic Wealth, Inc. advisor in Cedar Rapids?

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.