Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Madison, WI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Madison, A to Z.
18 registered advisors work at Osaic Wealth, Inc. in Madison, out of 7,289 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 18 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Madison, A to Z
Every Osaic Wealth, Inc. advisor →- Kylie J. CagleAlso a broker rep
- Kyle FallonAlso a broker rep
- Drew R. Finley HaagAlso a broker rep
- Susan M. FoutsAlso a broker rep
- Kevin GiammalvaAlso a broker rep
- Hunter GlauhsAlso a broker rep
- Samuel A. Greco IIIAlso a broker rep
- Hugo J. Kogler Ventura BaptistaAlso a broker rep
- Tristan LargentAlso a broker rep
- David P. LaunderCertified Financial Planner · Also a broker rep
- Tyler McConvilleCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Timothy J. McIlwainAlso a broker rep
- Kevin T. MohrCertified Financial Planner · Also a broker rep
- Andrew T. SeaborgAlso a broker rep
- Kimberly N. SmithAlso a broker rep
- William E. Smith IIIAlso a broker rep
- Andrew C. ThompsonAlso a broker rep
- David D. WestAlso 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 Madison
All Madison advisors →LPL Financial LLC 52Ameriprise Financial Services, LLC 39Madison Partners 28UBS Financial Services Inc. 28Pfs Investments Inc. 24Edward Jones 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Cetera Investment Advisers LLC 17Harbour Investments, Inc. 17Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15Madison Investment Advisors, LLC 14
Questions
How many financial advisors does Osaic Wealth, Inc. have in Madison?
18 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 18 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Madison?
Osaic Wealth, Inc. ranks number 8 in Madison by registered advisors; LPL Financial LLC has the most, with 52.
How do I check a Osaic Wealth, Inc. advisor in Madison?
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.