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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Eau Claire, WI

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Eau Claire, A to Z.

The short answer

4 registered advisors work at Osaic Wealth, Inc. in Eau Claire, out of 7,287 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Eau Claire, A to Z

Every Osaic Wealth, Inc. advisor →

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 Eau Claire

All Eau Claire advisors →

Edward Jones 11LPL Financial LLC 10Robert W. Baird & Co. Incorporated 9Ameriprise Financial Services, LLC 7Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Stifel, Nicolaus & Company, Incorporated 5Wells Fargo Clearing Services, LLC 5Gateway Wealth Partners, LLC 4Pfs Investments Inc. 4Thrivent Investment Management Inc. 4

Questions

How many financial advisors does Osaic Wealth, Inc. have in Eau Claire?

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Eau Claire, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Eau Claire?

Osaic Wealth, Inc. ranks number 9 in Eau Claire by registered advisors; Edward Jones has the most, with 11.

How do I check a Osaic Wealth, Inc. advisor in Eau Claire?

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.