Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in St Paul, MN
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in St Paul, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in St Paul, out of 7,289 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in St Paul, A to Z
Every Osaic Wealth, Inc. advisor →- Gordon J. DefielCertified Financial Planner · Also a broker rep
- Thomas S. KarpCertified Financial Planner · Also a broker rep
- Jonathan B. KvasnikChartered Financial Consultant · Also a broker rep
- Bradley A. OberAlso a broker rep
- Erick J. ReimAlso 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 St Paul
All St Paul advisors →Cetera Investment Advisers LLC 34UBS Financial Services Inc. 21Fiduciary Counselling Inc. 15Ameriprise Financial Services, LLC 7Savant Wealth Management 7Edward Jones 6LPL Financial LLC 4Robert W. Baird & Co. Incorporated 4Cambridge Investment Research Advisors, Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in St Paul?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in St Paul, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in St Paul?
Osaic Wealth, Inc. ranks number 7 in St Paul by registered advisors; Cetera Investment Advisers LLC has the most, with 34.
How do I check a Osaic Wealth, Inc. advisor in St Paul?
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.