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
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.