Osaic Wealth, Inc.

Osaic Wealth, Inc. (CRD# 23131) is a financial advisory firm headquartered in Jersey City, NJ. They manage $29,536,149,674 in 149,233 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    29,536
    MILLION
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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 4,849 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
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.
3
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.
4
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 22 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

6
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. Heath Abernathy 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 put clients' interests first and comply with the Financial Planning Practice Standards.

7
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.

8
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.

9
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.

10
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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