Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Orange Village, OH
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Orange Village, A to Z.
The short answer
14 registered advisors work at Osaic Wealth, Inc. in Orange Village, out of 7,287 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 14 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Orange Village, A to Z
Every Osaic Wealth, Inc. advisor →- Tyler G. BernardCertified Financial Planner · Also a broker rep
- Amanda L. BrunnettAlso a broker rep
- Adam C. DebordAlso a broker rep
- David K. DowningAlso a broker rep
- Thomas P. FejesAlso a broker rep
- Cynthia L. GallagherCertified Financial Planner · Also a broker rep
- Peter M. Glovna IIIAlso a broker rep
- Jeffrey J. KosekAlso a broker rep
- James M. LevineAlso a broker rep
- James R. Schaffer Jr.Also a broker rep
- Howard M. SchulmanAlso a broker rep
- Peter H. ShriverAlso a broker rep
- Elaine M. StraubAlso a broker rep
- Jan F. WittAlso 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 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Orange Village
All Orange Village advisors →Charles Schwab & Co., Inc. 18North Point Portfolio Managers Corporation 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in Orange Village?
14 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Orange Village, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 14 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Orange Village?
Osaic Wealth, Inc. ranks number 2 in Orange Village by registered advisors; Charles Schwab & Co., Inc. has the most, with 18.
How do I check a Osaic Wealth, Inc. advisor in Orange Village?
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.