Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Wayzata, MN
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Wayzata, A to Z.
3 registered advisors work at Osaic Wealth, Inc. in Wayzata, out of 7,289 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Wayzata, A to Z
Every Osaic Wealth, Inc. advisor →- Jonathan M. BryantAlso a broker rep
- Mark G. HeinAlso a broker rep
- Jeffrey M. ThielenCertified 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 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 Wayzata
All Wayzata advisors →Morgan Stanley 71RBC Capital Markets, LLC 71Merrill Lynch, Pierce, Fenner & Smith Incorporated 57UBS Financial Services Inc. 40Wells Fargo Clearing Services, LLC 34Wells Fargo Advisors Financial Network, LLC 24Fiat Wealth Management 13Ameriprise Financial Services, LLC 12Charles Schwab & Co., Inc. 10360 Financial 7Edward Jones 7Cetera Investment Advisers LLC 6
Questions
How many financial advisors does Osaic Wealth, Inc. have in Wayzata?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Wayzata, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Wayzata?
Osaic Wealth, Inc. ranks number 22 in Wayzata by registered advisors; Morgan Stanley has the most, with 71.
How do I check a Osaic Wealth, Inc. advisor in Wayzata?
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.