Osaic Wealth, Inc.

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

Current Firm Details

10 Exchange Place, Suite 1410, Jersey City, NJ 07302

https://www.realwealthmedia.com/karlweizenicker

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

Registered Investment Advisor

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 4,842 top financial advisors.

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.

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.

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.

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.

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.

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.

Peter F. Acciavatti

CRD#: 4163837

10 Exchange Place, Suite 1410, Jersey City, NJ 07302

Peter Acciavatti (CRD# 4163837) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 23 years of experience in the finance industry.

Jairo A. Acevedo

CRD#: 5922302

10 Exchange Place, Suite 1410, Jersey City, NJ 07302

Jairo Acevedo (CRD# 5922302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 8 years of experience in the finance industry.

Aaron E. Adams

CRD#: 5246669

10 Exchange Place, Suite 1410, Jersey City, NJ 07302

Aaron Adams (CRD# 5246669) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 10 years of experience in the finance industry.

Harris L. Adams

CRD#: 2872752

8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182

Harris Adams (CRD# 2872752) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vienna, VA and has over 26 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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