Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Green Bay, WI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Green Bay, A to Z.
The short answer
23 registered advisors work at Osaic Wealth, Inc. in Green Bay, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 5 list the CFP designation and 23 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Green Bay, A to Z
Every Osaic Wealth, Inc. advisor →- Richard A. BalchCertified Financial Planner · Also a broker rep
- Kenneth P. CourtsAlso a broker rep
- Todd M. GerbigAlso a broker rep
- Bryan L. GrantChartered Financial Consultant · Also a broker rep
- Christopher E. GrasselAlso a broker rep
- William R. GuiseAlso a broker rep
- Evan M. HeimAlso a broker rep
- Brian G. HermesAlso a broker rep
- Steven C. JohnsonCertified Financial Planner · Also a broker rep
- Adam R. KatchAlso a broker rep
- Heather L. LindsleyAlso a broker rep
- Patrick LoritzAlso a broker rep
- Patrick R. MacgrathAlso a broker rep
- Luke NeubauerAlso a broker rep
- Todd G. PiontekCertified Financial Planner · Also a broker rep
- Craig M. SiminskiCertified Financial Planner · Also a broker rep
- Jane M. SnyderAlso a broker rep
- William D. SullivanAlso a broker rep
- David J. TassoulCertified Financial Planner · Also a broker rep
- Chase A. Vande YachtAlso a broker rep
- Marsha A. WallsAlso a broker rep
- Katie G. WeinschenkAlso a broker rep
- Jeanne L. WolfAlso 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 Green Bay
All Green Bay advisors →Packerland Brokerage Services, Inc. 59Morgan Stanley 35Nicolet Wealth Management 32RBC Capital Markets, LLC 25Robert W. Baird & Co. Incorporated 21Ameriprise Financial Services, LLC 19Edward Jones 18LPL Financial LLC 18Kcd Financial, Inc. 15Raymond James Financial Services Advisors, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Harbour Investments, Inc. 11
Questions
How many financial advisors does Osaic Wealth, Inc. have in Green Bay?
23 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Green Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 5 list the CFP designation and 23 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Green Bay?
Osaic Wealth, Inc. ranks number 5 in Green Bay by registered advisors; Packerland Brokerage Services, Inc. has the most, with 59.
How do I check a Osaic Wealth, Inc. advisor in Green Bay?
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.