Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Columbia, MO

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

The short answer

3 registered advisors work at Osaic Wealth, Inc. in Columbia, out of 7,289 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Columbia, A to Z

Every Osaic Wealth, Inc. advisor →

Neil A. CarrCertified Financial Planner · Also a broker rep
Kasey M. DialAlso a broker rep
Adam M. WheelerCertified 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 291 Maumee, OH 54 Omaha, NE 53 Raleigh, NC 51 Houston, TX 47 Melville, NY 46 San Diego, CA 46 Honolulu, HI 45 Irvine, CA 45 Southfield, MI 42 Rochester, NY 40 Lincoln, NE 38 Overland Park, KS 38 Wichita, KS 36 Dallas, TX 33

Other firms in Columbia

All Columbia advisors →

Edward Jones 33 Convergence Financial 17 LPL Financial LLC 13 Cetera Investment Advisers LLC 10 Stifel, Nicolaus & Company, Incorporated 10 State Farm Investment Management Corp. 8 Merrill Lynch, Pierce, Fenner & Smith Incorporated 6 Propartners Wealth 6 Sundvold Financial 6 Alexander Labrunerie & Co., Inc. 5 Integrity Advisory Solutions 5 Wilkerson Advisory Group LLC 5

Questions

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

3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Columbia, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 14 in Columbia by registered advisors; Edward Jones has the most, with 33.

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

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.