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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Forest Lake, MN

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

The short answer

4 registered advisors work at Osaic Wealth, Inc. in Forest Lake, out of 7,287 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Forest Lake, 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 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 Forest Lake

All Forest Lake advisors →

Ameriprise Financial Services, LLC 6LPL Financial LLC 4Edward Jones 3Thrivent Investment Management Inc. 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Forest Lake?

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Forest Lake, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Forest Lake?

Osaic Wealth, Inc. ranks number 3 in Forest Lake by registered advisors; Ameriprise Financial Services, LLC has the most, with 6.

How do I check a Osaic Wealth, Inc. advisor in Forest Lake?

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.