Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Oklahoma City, OK
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Oklahoma City, A to Z.
The short answer
26 registered advisors work at Osaic Wealth, Inc. in Oklahoma City, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 26 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Oklahoma City, A to Z
Every Osaic Wealth, Inc. advisor →- Adam C. BahnerCertified Financial Planner · Also a broker rep
- Steven W. BeckAlso a broker rep
- Adam J. BeluskoAlso a broker rep
- Scott D. BulmerAlso a broker rep
- Charles D. BurkesAlso a broker rep
- Michelle R. CobleAlso a broker rep
- Colton M. CottrellAlso a broker rep
- Christopher J. CrottsAlso a broker rep
- Mason W. CudeAlso a broker rep
- William L. DanielAlso a broker rep
- Jim D. DuncanAlso a broker rep
- Amber D. EduvigenAlso a broker rep
- Richard B. HendersonAlso a broker rep
- Shawn L. HoukAlso a broker rep
- Austin P. HughesAlso a broker rep
- Kristen E. KingAlso a broker rep
- Justin J. KleinCertified Financial Planner · Also a broker rep
- Jacob K. OgleAlso a broker rep
- David D. PowellAlso a broker rep
- Daniel C. StithCertified Financial Planner · Also a broker rep
- James A. Tappan Jr.Also a broker rep
- Joseph C. VahlbergCertified Financial Planner · Also a broker rep
- Brett ValentineAlso a broker rep
- Kathleen H. WilliamsAlso a broker rep
- Stephanie R. WoodsAlso a broker rep
- Virginia D. WrightAlso 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 Oklahoma City
All Oklahoma City advisors →Morgan Stanley 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Bok Financial Securities, Inc. 27LPL Financial LLC 24Edward Jones 23MML Investors Services, LLC 22Wells Fargo Clearing Services, LLC 20Cetera Investment Advisers LLC 17Raymond James & Associates, Inc. 17Plan Group Financial, Inc. 13Equitable Advisors, LLC 12Raymond James Financial Services Advisors, Inc. 12
Questions
How many financial advisors does Osaic Wealth, Inc. have in Oklahoma City?
26 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 26 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Oklahoma City?
Osaic Wealth, Inc. ranks number 4 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 44.
How do I check a Osaic Wealth, Inc. advisor in Oklahoma City?
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.