Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Kirkland, WA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Kirkland, A to Z.
4 registered advisors work at Osaic Wealth, Inc. in Kirkland, out of 7,289 at the firm nationwide; it ranks number 15 in the city by advisors. 4 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Kirkland, A to Z
Every Osaic Wealth, Inc. advisor →- Frank J. BusichioCertified Financial Planner · Also a broker rep
- Ryan T. FlemingCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Kurt D. JonsonCertified Financial Planner · Also a broker rep
- April M. WilsonCertified Financial Planner · Also 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 Kirkland
All Kirkland advisors →Morgan Stanley 59RBC Capital Markets, LLC 25Raymond James & Associates, Inc. 19Ameriprise Financial Services, LLC 16Edward Jones 13Strategic Advisers LLC 13Raymond James Financial Services Advisors, Inc. 12Focus Partners Wealth, LLC 11LPL Financial LLC 7Spg Advisors LLC 7Equitable Advisors, LLC 6Robinswood Financial 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in Kirkland?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Kirkland, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Kirkland?
Osaic Wealth, Inc. ranks number 15 in Kirkland by registered advisors; Morgan Stanley has the most, with 59.
How do I check a Osaic Wealth, Inc. advisor in Kirkland?
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.