Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Beavercreek, OH
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Beavercreek, A to Z.
The short answer
7 registered advisors work at Osaic Wealth, Inc. in Beavercreek, out of 7,289 at the firm nationwide; it ranks number 5 in the city by advisors. 5 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Beavercreek, A to Z
Every Osaic Wealth, Inc. advisor →- Michael A. CozadCertified Financial Planner · Also a broker rep
- Daniel E. GriffithCertified Financial Planner · Also a broker rep
- Jason M. HallmarkCertified Financial Planner · Also a broker rep
- Kailee N. HissCertified Financial Planner · Also a broker rep
- Jose R. RodriguezAlso a broker rep
- David A. SmithCertified Financial Planner · Also a broker rep
- Ethan ZielaznyAlso 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 Beavercreek
All Beavercreek advisors →Morgan Stanley 30Westminster Financial Advisory Corp. 23Strategic Advisers LLC 15LPL Financial LLC 13Edward Jones 5First Command Advisory Services 4Ameriprise Financial Services, LLC 3G. A. Repple & Company 3J.P. Morgan Securities LLC 3State Farm Investment Management Corp. 3Transamerica Financial Advisors, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Beavercreek?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Beavercreek, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 5 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Beavercreek?
Osaic Wealth, Inc. ranks number 5 in Beavercreek by registered advisors; Morgan Stanley has the most, with 30.
How do I check a Osaic Wealth, Inc. advisor in Beavercreek?
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.