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 181 - 190 of 231 top financial advisors.
181
Austin K. Vealey
CRD#: 6366767
7380 Sw 60th Ave, Suite 4, Ocala, FL 34476

Austin Vealey (CRD# 6366767) is an Investment Advisor Representative working at Osaic Fs, Inc. in Ocala, FL and has over 9 years of experience in the finance industry.

182
Jude A. Viator
CRD#: 3067186
321 Travis Street, Suite 8b, Lafayette, LA 70503

Jude Viator (CRD# 3067186) is an Investment Advisor Representative working at Osaic Fs, Inc. in Lafayette, LA and has 1 year of experience in the finance industry.

183
Stephen J. Volk
CRD#: 802327
Williamsburg, VA

Stephen Volk (CRD# 802327) is an Investment Advisor Representative working at Osaic Fs, Inc. in Williamsburg, VA and has over 42 years of experience in the finance industry.

184
Daniel J. Ward
CRD#: 2950952
2000 Corporate Drive, Suite 350, Wexford, PA 15090

Daniel Ward (CRD# 2950952) is an Investment Advisor Representative working at Osaic Fs, Inc. in Wexford, PA and has over 26 years of experience in the finance industry.

185
David J. Ward
CRD#: 2903596
2000 Corporate Drive, Suite 350, Wexford, PA 15090

David Ward (CRD# 2903596) is an Investment Advisor Representative working at Osaic Fs, Inc. in Wexford, PA and has over 26 years of experience in the finance industry.

186
Leonard W. Warner
CRD#: 459175
Houston, TX

Leonard Warner (CRD# 459175) is an Investment Advisor Representative working at Osaic Fs, Inc. in Houston, TX and has over 24 years of experience in the finance industry.

187
Elizabeth A. Watkins
CRD#: 6078665
900 Ridgefield Drive, Suite 130, Raleigh, NC 27609

Elizabeth Watkins (CRD# 6078665) is an Investment Advisor Representative working at Osaic Fs, Inc. in Raleigh, NC and has over 11 years of experience in the finance industry.

188
Paul J. Webster
CRD#: 2175638
Hebron, KY

Paul Webster (CRD# 2175638) is an Investment Advisor Representative working at Osaic Fs, Inc. in Hebron, KY and has over 32 years of experience in the finance industry.

189
Suzanne R. Western
CRD#: 2257624
1301 S. Harrison Street, Suite 150, Fort Wayne, IN 46802

Suzanne Western (CRD# 2257624) is an Investment Advisor Representative working at Osaic Fs, Inc. in Fort Wayne, IN and has over 25 years of experience in the finance industry.

190
Michael V. Whalen
CRD#: 2412628
2000 Corporate Drive, Suite 350, Wexford, PA 15090

Michael Whalen (CRD# 2412628) is an Investment Advisor Representative working at Osaic Fs, Inc. in Wexford, PA and has over 30 years of experience in the finance industry.

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