Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Waukesha, WI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Waukesha, A to Z.
The short answer
12 registered advisors work at Osaic Wealth, Inc. in Waukesha, out of 7,289 at the firm nationwide; it ranks number 13 in the city by advisors. 4 list the CFP designation and 12 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Waukesha, A to Z
Every Osaic Wealth, Inc. advisor →- Mitchell K. AndrewsCertified Financial Planner · Also a broker rep
- Scott G. DolvenAlso a broker rep
- Jonathan EwartAlso a broker rep
- Tanner FederspillCertified Financial Planner · Also a broker rep
- Salvatore J. FerritoChartered Financial Consultant · Also a broker rep
- Rebecca C. HammerCertified Financial Planner · Also a broker rep
- Robert A. McElroyAlso a broker rep
- Amedee C. O'GormanAlso a broker rep
- Casey P. O'GormanAlso a broker rep
- Matthew T. YerkesAlso a broker rep
- Lukas E. ZabelAlso a broker rep
- Robert M. ZyzoCertified Financial Planner · Also 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 Waukesha
All Waukesha advisors →Global View Capital Management LLC 51Morgan Stanley 46Robert W. Baird & Co. Incorporated 38Ellenbecker Investment Group 20Wells Fargo Clearing Services, LLC 20Raymond James & Associates, Inc. 18Edward Jones 15Thrivent Investment Management Inc. 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Dana Investment Advisors Inc. 13
Questions
How many financial advisors does Osaic Wealth, Inc. have in Waukesha?
12 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 12 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Waukesha?
Osaic Wealth, Inc. ranks number 13 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 51.
How do I check a Osaic Wealth, Inc. advisor in Waukesha?
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.