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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Winona, MN

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

The short answer

4 registered advisors work at Osaic Wealth, Inc. in Winona, out of 7,289 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Winona, 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 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 Winona

All Winona advisors →

Edward Jones 14

Questions

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

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Winona, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 2 in Winona by registered advisors; Edward Jones has the most, with 14.

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

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.