Our Company
Osaic Wealth, Inc. is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of professionals who believe that planning for the future should be transformative, not transactional.
Osaic Wealth, Inc. is registered with the Securities and Exchange Commission ("SEC") as both a securities broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA"). Osaic is the name of the rebranded company formerly known as Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals.
Osaic Wealth Inc.:
has over 11,000 + financial professionals
270+ financial institutions
700 Billion + assets under administration
Osaic has headquarters in seven states, and affiliated wealth management professionals in all 50.
The funds are cleared through National Financial Services, LLC. A Fidelity Investment Company. Please read more about Osaic Wealth Inc, and I think you will agree that it is the right place to be! You may also learn more by visiting their website:
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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
