Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Toledo, OH
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Toledo, A to Z.
15 registered advisors work at Osaic Wealth, Inc. in Toledo, out of 7,289 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 15 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Toledo, A to Z
Every Osaic Wealth, Inc. advisor →- Richard W. BalhoffChartered Financial Consultant · Also a broker rep
- Donna J. BoganChartered Financial Consultant · Also a broker rep
- Steven Cochran Jr.Also a broker rep
- Gregory FocklerAlso a broker rep
- Craig A. JosephAlso a broker rep
- Paul JosephAlso a broker rep
- Pawon V. KummarCertified Financial Planner · Also a broker rep
- Rajesh C. LaunganiCertified Financial Planner · Also a broker rep
- Rabindra N. MahabirAlso a broker rep
- Keith S. MitchellAlso a broker rep
- Damian J. OgrodowskiAlso a broker rep
- Matthew V. PindoleyAlso a broker rep
- Michael D. SordylChartered Financial Consultant · Also a broker rep
- Raymond W. SternbergAlso a broker rep
- Rebecca D. TaylorAlso 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 Toledo
All Toledo advisors →Morgan Stanley 31LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Edward Jones 17Ameritas Advisory Services, LLC 15Wells Fargo Clearing Services, LLC 12Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8Fifth Third Securities, Inc. 6
Questions
How many financial advisors does Osaic Wealth, Inc. have in Toledo?
15 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 15 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Toledo?
Osaic Wealth, Inc. ranks number 8 in Toledo by registered advisors; Morgan Stanley has the most, with 31.
How do I check a Osaic Wealth, Inc. advisor in Toledo?
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.