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).

By the Numbers
  • Total Assets Under Management
    4,483
    MILLION
  • Total Number of Accounts
    21,454
    ACCOUNTS
  • Average Account Value
    $208,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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 Fs, Inc.
Showing 171 - 180 of 231 top financial advisors.
171
Michele M. Teske
CRD#: 5898806
14800 St. Mary's Lane, Suite 210, Houston, TX 77079

Michele Teske (CRD# 5898806) is an Investment Advisor Representative working at Osaic Fs, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

172
Brian S. Tewes
CRD#: 3003907
211 Grandview Dr, Suite 240, Fort Mitchell, KY 41017

Brian Tewes (CRD# 3003907) is an Investment Advisor Representative working at Osaic Fs, Inc. in Fort Mitchell, KY and has over 26 years of experience in the finance industry.

173
Jared L. Tims
CRD#: 4750626
7925 S. Broadway Avenue, Building 11, Suite 1166, Tyler, TX 75703

Jared Tims (CRD# 4750626) is an Investment Advisor Representative working at Osaic Fs, Inc. in Tyler, TX and has over 15 years of experience in the finance industry.

174
James A. Tollus
CRD#: 1726822
Simpsonville, SC

James Tollus (CRD# 1726822) is an Investment Advisor Representative working at Osaic Fs, Inc. in Simpsonville, SC and has over 36 years of experience in the finance industry.

175
James E. Townes
CRD#: 4713791
Long Beach, CA

James Townes (CRD# 4713791) is an Investment Advisor Representative working at Osaic Fs, Inc. in Long Beach, CA and has over 20 years of experience in the finance industry.

176
Michael A. Trombetta
CRD#: 1891275
706 Sw Palm Cove Drive, Palm City, FL 34990

Michael Trombetta (CRD# 1891275) is an Investment Advisor Representative working at Osaic Fs, Inc. in Palm City, FL and has over 33 years of experience in the finance industry.

177
Brian Trost
CRD#: 5209144
150 North Radnor Chester Road, Suite C, 2nd Floor, Radnor, PA 19087

Brian Trost (CRD# 5209144) is an Investment Advisor Representative working at Osaic Fs, Inc. in Radnor, PA and has over 16 years of experience in the finance industry.

178
Ernest C. Tse
CRD#: 4762799
San Francisco , CA

Ernest Tse (CRD# 4762799) is an Investment Advisor Representative working at Osaic Fs, Inc. in San Francisco , CA and has over 14 years of experience in the finance industry.

179
Marianne Z. Ungru
CRD#: 1524110
211 Grandview Dr, Suite 240, Fort Mitchell, KY 41017

Marianne Ungru (CRD# 1524110) is an Investment Advisor Representative working at Osaic Fs, Inc. in Fort Mitchell, KY and has over 37 years of experience in the finance industry.

180
Kristen N. Vanhook
CRD#: 5964140
3217 Summit Square Place, Suite 200, Lexington, KY 40509

Kristen Vanhook (CRD# 5964140) is an Investment Advisor Representative working at Osaic Fs, Inc. in Lexington, KY and has over 7 years of experience in the finance industry.

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