Osaic Wealth, Inc.

Osaic Wealth, Inc. (CRD# 23131) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $94,557,613,744 in 437,201 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    94,558
    MILLION
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Osaic Wealth, Inc.
Showing 1 - 10 of 6,639 top financial advisors.
1
Kristi L. Andersen
CRD#: 1682050
4425 Hwy 169 N, Suite 100, Plymouth, MN 55442
Kristi Andersen (CRD# 1682050) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Minneapolis, MN and has over 29 years of experience in the finance industry. Kristi Andersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD#: 5925615
1201 Pacific Avenue Suite 600, Tacoma, WA 98402

Providing retirement income and tax planning for physicians and professionals

 

Eric Maclean (CRD# 5925615) is an Investment Advisor Representative  and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.

 

I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth preservation strategies, lifetime income solutions, asset allocation strategies, decumulation strategies and of host of other financial concerns.

 

As an independent advisors, we draw from a wide variety of investment options and develop a plan that's right for you. Delivering consistent reliable income for a healthy retirement. Contact us today for your free "Retirement Check-Up".

 

To schedule an appointment- Click Here

 

www.MacleanWealthPlanning.com

 

Maclean Wealth Planning, LLC  1201 Pacific Ave, Suite 600 Tacoma, WA 98402

Office: 253-509-7051

 

 

Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

3
Jerry Boda
CRD#: 1255317
2913 Corporate Circle, Suite 100, Flower Mound, TX 75028
Jerry Boda (CRD# 1255317) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Flower Mound, TX and has over 32 years of experience in the finance industry. Jerry Boda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
Patrick J. Culligan
CRD#: 1053785
4660 Ne Belknap Ct, Suite 101 B, Hillsboro, OR 97124

Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hillsboro, OR and has over 40 years of experience in the finance industry.

5
Laura E. Ingram
CRD#: 5809177
N6687 Wrightway Drive, Fond Du Lac, WI 54937
Laura Ingram (CRD# 5809177) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Fond Du Lac, WI and has over 8 years of experience in the finance industry. Laura Ingram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
6
Mark J. Aasen
CRD#: 4343046
3737 Woodland Avenue, Suite 500, West Des Moines, IA 50266

Mark Aasen (CRD# 4343046) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Des Moines, IA and has over 23 years of experience in the finance industry.

7
Steven V. Abbruzzese
CRD#: 718407
290 West Mount Pleasant Ave, Suite 2300, Livingston, NJ 07039

Steven Abbruzzese (CRD# 718407) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livingston, NJ and has over 20 years of experience in the finance industry.

8
Heath P. Abernathy
CRD#: 2785474
129 Main Street, Suite 260, Grapevine, TX 76051

Heath Abernathy (CRD# 2785474) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grapevine, TX and has over 27 years of experience in the finance industry.

9
Peter F. Acciavatti
CRD#: 4163837
18700 N. Hayden Road, Suite 255, Scottsdale, AZ 85255

Peter Acciavatti (CRD# 4163837) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Scottsdale, AZ and has over 24 years of experience in the finance industry.

10
Stephen M. Acerra
CRD#: 2054637
275 Turnpike Executive Park, Suite 202, Canton, MA 02186

Stephen Acerra (CRD# 2054637) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Canton, MA and has over 34 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.