Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Clive, IA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Clive, A to Z.
7 registered advisors work at Osaic Wealth, Inc. in Clive, out of 7,289 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Clive, A to Z
Every Osaic Wealth, Inc. advisor →- Anne Ballantini-PoeppeAlso a broker rep
- Jason L. BlomgrenCertified Financial Planner · Also a broker rep
- Benjamin J. BruinsAlso a broker rep
- Nicholas S. FeledyAlso a broker rep
- Grant LairAlso a broker rep
- Zach LussmanAlso a broker rep
- Rodney D. PotratzAlso 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 Clive
All Clive advisors →RBC Capital Markets, LLC 25Raymond James & Associates, Inc. 20Wells Fargo Clearing Services, LLC 5Edward Jones 4LPL Financial LLC 4Paladin Wealth Partners 3Weis Advisory 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Clive?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Clive, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Clive?
Osaic Wealth, Inc. ranks number 3 in Clive by registered advisors; RBC Capital Markets, LLC has the most, with 25.
How do I check a Osaic Wealth, Inc. advisor in Clive?
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.