Broker Check

About Osaic Wealth Services

Osaic Wealth also provides you with internal sales support through the Product Support, Advanced Sales, and Qualified Plans teams. This tiered structure provides you with solution-driven, product-agnostic resources to rely on for assistance across the spectrum—from simple product recommendations to intricate case design. Together, this group includes experienced professionals who average more than 20 years of experience in the financial services industry, delivering practical, effective input. The bottom line is that we put our advisors first with real people delivering real solutions. If you are considering a change of broker-dealers, we invite you to put Osaic Wealth on your short list.

Founded in 2016. Reimagined in 2023.

With a history rich in growth and innovation, Osaic has always had one primary goal: to provide the best technology, resources, and services to our financial professionals so they can focus on their clients.

Client Centered

11,000+ affiliated financial professionals

33.4% women financial professionals

$700B+assets under administration

2,500+ home office support staff members

One of the Largest Networks in America

Osaic has headquarters in seven states, and affiliated wealth management professionals in all 50. *Icon size indicates relative density in each region.

Future-Focused Leaders

Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.

DIVERSITY, EQUITY, & INCLUSION
Commitment to Parity

Our firm is proud to have taken a corporate ParityPLEDGE®, publicly committing to interview at least one qualified woman candidate and/or one woman of color for every open position, vice president and above. With women already occupying 50 percent of our executive leadership positions, we are determined to continue growing our workforce diversity.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.