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Financial ADVSR advisor directory · SEC adviser records

Osaic Advisory Services, LLC financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Omaha, A to Z.

11 registered advisors work at Osaic Advisory Services, LLC in Omaha, out of 329 at the firm nationwide; it ranks number 37 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.

Osaic Advisory Services, LLC advisors in Omaha, A to Z

Every Osaic Advisory Services, LLC advisor →

Osaic Advisory Services, LLC advisors in other cities

Atlanta, GA 74Mayfield Hts, OH 11Scottsdale, AZ 8Aurora, OH 7Meridian, ID 7Pocatello, ID 7Colorado Springs, CO 5Frankfort, KY 5Plantation, FL 5The Woodlands, TX 5Appleton, WI 4Auburn, AL 4Gettysburg, PA 4Houston, TX 4San Diego, CA 4

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does Osaic Advisory Services, LLC have in Omaha?

11 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 329 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.

Is Osaic Advisory Services, LLC one of the largest advisor employers in Omaha?

Osaic Advisory Services, LLC ranks number 37 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a Osaic Advisory Services, LLC advisor in Omaha?

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 Advisory Services, LLC 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.