Osaic Fs, Inc.
Osaic Fs, Inc. (CRD# 3870) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $4,483,164,358 in 21,454 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,483MILLION
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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
Mark Puccinelli (CRD# 2757350) is an Investment Advisor Representative working at Osaic Fs, Inc. in Richmond, VA and has over 27 years of experience in the finance industry.
Matthew Puccinelli (CRD# 3238635) is an Investment Advisor Representative working at Osaic Fs, Inc. in Richmond, VA and has over 24 years of experience in the finance industry.
Daniel Randall (CRD# 2140188) is an Investment Advisor Representative working at Osaic Fs, Inc. in Raleigh, NC and has over 32 years of experience in the finance industry.
Patrick Rase (CRD# 4693623) is an Investment Advisor Representative working at Osaic Fs, Inc. in Lexington, KY and has over 20 years of experience in the finance industry.
Kurt Reif (CRD# 869857) is an Investment Advisor Representative working at Osaic Fs, Inc. in Arlington Heights, IL and has over 33 years of experience in the finance industry.
Kurt Reif (CRD# 4748201) is an Investment Advisor Representative working at Osaic Fs, Inc. in Arlington Heights, IL and has over 19 years of experience in the finance industry.
Martin Reza (CRD# 3088147) is an Investment Advisor Representative working at Osaic Fs, Inc. in Houston, TX and has over 25 years of experience in the finance industry.
Kerry Roberts (CRD# 2094410) is an Investment Advisor Representative working at Osaic Fs, Inc. in Buda, TX and has over 33 years of experience in the finance industry.
Libby Rountree (CRD# 3172930) is an Investment Advisor Representative working at Osaic Fs, Inc. in Westbrook, ME and has over 25 years of experience in the finance industry.
Terrence Ruff (CRD# 4400581) is an Investment Advisor Representative working at Osaic Fs, Inc. in Arlington Heights, IL and has over 17 years of experience in the finance industry.