Osaic Advisory Services, LLC
Osaic Advisory Services, LLC (CRD# 171070) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,938,711,328 in 20,269 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,939MILLION
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Kelly Kampstra (CRD# 6103363) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Gettysburg, PA and has over 10 years of experience in the finance industry.
Samuel Keck (CRD# 1147948) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
Matthew Klewer (CRD# 4018943) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Appleton, WI and has over 21 years of experience in the finance industry.
Nathan Lee (CRD# 6133664) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in New York, NY and has over 11 years of experience in the finance industry.
Wayne Logue (CRD# 1057114) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 41 years of experience in the finance industry.
Brian Lueker (CRD# 4866810) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Allentown, PA and has over 19 years of experience in the finance industry.
Joseph Lyons (CRD# 2888969) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Richard Matthews (CRD# 1746523) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Lemoyne, PA and has over 36 years of experience in the finance industry.
Timothy Mellon (CRD# 2442621) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Greensboro, NC and has over 30 years of experience in the finance industry.
Eric Mesko (CRD# 4744506) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.