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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in New Berlin, WI

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

The short answer

3 registered advisors work at Osaic Wealth, Inc. in New Berlin, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Osaic Wealth, Inc. advisors in New Berlin, 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 New Berlin

All New Berlin advisors →

Edward Jones 5Encompass More Asset Management LLC 4J.P. Morgan Securities LLC 3LPL Financial LLC 3World Investment Advisors, LLC 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in New Berlin?

3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in New Berlin, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 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 New Berlin?

Osaic Wealth, Inc. ranks number 5 in New Berlin by registered advisors; Edward Jones has the most, with 5.

How do I check a Osaic Wealth, Inc. advisor in New Berlin?

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.