Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Bay City, MI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Bay City, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Bay City, out of 7,287 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Bay City, A to Z
Every Osaic Wealth, Inc. advisor →- Bruce J. FalconAlso a broker rep
- Kenneth J. GrzegorczykAlso a broker rep
- Patrick F. Van SumerenAlso 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 Bay City
All Bay City advisors →LPL Financial LLC 14Hantz Financial Services, Inc. 12Edward Jones 7Raymond James & Associates, Inc. 6LPL Enterprise, LLC 5State Farm Investment Management Corp. 5Ameriprise Financial Services, LLC 4Dbs Investment Advisers, LLC 4Thrivent Investment Management Inc. 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Bay City?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Bay City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Bay City?
Osaic Wealth, Inc. ranks number 10 in Bay City by registered advisors; LPL Financial LLC has the most, with 14.
How do I check a Osaic Wealth, Inc. advisor in Bay City?
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.