Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Monroe, MI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Monroe, A to Z.
3 registered advisors work at Osaic Wealth, Inc. in Monroe, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Monroe, A to Z
Every Osaic Wealth, Inc. advisor →- Jordan M. SeegertAlso a broker rep
- Joshua L. SeegertAlso a broker rep
- Kevin P. SeegertAlso 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 Monroe
All Monroe advisors →Raymond James Financial Services Advisors, Inc. 4Edward Jones 3LPL Financial LLC 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Monroe?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Monroe, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 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 Monroe?
Osaic Wealth, Inc. ranks number 4 in Monroe by registered advisors; Raymond James Financial Services Advisors, Inc. has the most, with 4.
How do I check a Osaic Wealth, Inc. advisor in Monroe?
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.