Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Mequon, WI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Mequon, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Mequon, out of 7,289 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Mequon, A to Z
Every Osaic Wealth, Inc. advisor →- Jacob L. BakerAlso a broker rep
- David R. DemoreCertified Financial Planner · Also a broker rep
- Jason R. PokornyAlso 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 Mequon
All Mequon advisors →Robert W. Baird & Co. Incorporated 29Spectrum Investment Advisors, Inc. 23Stifel, Nicolaus & Company, Incorporated 21Morgan Stanley 20RBC Capital Markets, LLC 16Richmond Investment Services LLC 11Lido 10Northwestern Mutual Investment Services, LLC 9LPL Financial LLC 8Charles Schwab & Co., Inc. 7Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Raymond James Financial Services Advisors, Inc. 7
Questions
How many financial advisors does Osaic Wealth, Inc. have in Mequon?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Mequon, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Mequon?
Osaic Wealth, Inc. ranks number 20 in Mequon by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 29.
How do I check a Osaic Wealth, Inc. advisor in Mequon?
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.