Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Auburn Hills, MI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Auburn Hills, A to Z.
The short answer
9 registered advisors work at Osaic Wealth, Inc. in Auburn Hills, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 9 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Auburn Hills, A to Z
Every Osaic Wealth, Inc. advisor →- Andrew M. BastianAlso a broker rep
- Anthony A. BonanniCertified Financial Planner · Also a broker rep
- David A. BondAlso a broker rep
- Ashley HarrisonAlso a broker rep
- Stephen T. HuberCertified Financial Planner · Also a broker rep
- David L. Krahn Jr.Also a broker rep
- Peter R. Singler Sr.Also a broker rep
- John F. WilkinsonAlso a broker rep
- Clayton J. WinklerCertified 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 Auburn Hills
All Auburn Hills advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Ameriprise Financial Services, LLC 11Plante Moran Financial Advisors 11Raymond James & Associates, Inc. 11LPL Financial LLC 8J.P. Morgan Securities LLC 5Onedigital 5Commonwealth Financial Network 4Retirement Resources, LLC 4Cx Institutional, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Auburn Hills?
9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Auburn Hills, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 9 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Auburn Hills?
Osaic Wealth, Inc. ranks number 5 in Auburn Hills by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 38.
How do I check a Osaic Wealth, Inc. advisor in Auburn Hills?
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.