Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Springfield, MO
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Springfield, A to Z.
5 registered advisors work at Osaic Wealth, Inc. in Springfield, out of 7,289 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Springfield, A to Z
Every Osaic Wealth, Inc. advisor →- Tristan R. JamesAlso a broker rep
- Tyler R. JamesAlso a broker rep
- Dana S. LassleyChartered Financial Consultant · Also a broker rep
- Abigail G. O'QuinnAlso a broker rep
- Rodney K. PenningtonChartered Financial Consultant · 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 Springfield
All Springfield advisors →Forvis Mazars Wealth Advisors, LLC 33Edward Jones 28LPL Financial LLC 27Ameriprise Financial Services, LLC 22Cetera Investment Advisers LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Morgan Stanley 15State Farm Investment Management Corp. 9Auxan Capital Advisors, LLC 8Raymond James Financial Services Advisors, Inc. 8MML Investors Services, LLC 7Pinnacle Family Advisors, LLC 7
Questions
How many financial advisors does Osaic Wealth, Inc. have in Springfield?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Springfield, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Springfield?
Osaic Wealth, Inc. ranks number 18 in Springfield by registered advisors; Forvis Mazars Wealth Advisors, LLC has the most, with 33.
How do I check a Osaic Wealth, Inc. advisor in Springfield?
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.