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
David White (CRD# 2337298) is an Investment Advisor Representative working at Osaic Fs, Inc. in Raleigh, NC and has over 31 years of experience in the finance industry.
Raymond White (CRD# 1782075) is an Investment Advisor Representative working at Osaic Fs, Inc. in Bedford, NH and has over 36 years of experience in the finance industry.
Marc Wilkins (CRD# 5825325) is an Investment Advisor Representative working at Osaic Fs, Inc. in Wexford, PA and has over 13 years of experience in the finance industry.
Mark Wilkinson (CRD# 3243992) is an Investment Advisor Representative working at Osaic Fs, Inc. in Raleigh, NC and has over 24 years of experience in the finance industry.
James Wilson (CRD# 1030311) is an Investment Advisor Representative working at Osaic Fs, Inc. in Fayetteville, NC and has over 40 years of experience in the finance industry.
William Wilson (CRD# 1577505) is an Investment Advisor Representative working at Osaic Fs, Inc. in Lexington, KY and has over 37 years of experience in the finance industry.
Richard Wohlwend (CRD# 1974461) is an Investment Advisor Representative working at Osaic Fs, Inc. in Lakeville, MN and has over 34 years of experience in the finance industry.
Ken Wong (CRD# 1638416) is an Investment Advisor Representative working at Osaic Fs, Inc. in Miami, FL and has over 25 years of experience in the finance industry.
Glenn Yasukochi (CRD# 729316) is an Investment Advisor Representative working at Osaic Fs, Inc. in Norwalk, CA and has over 27 years of experience in the finance industry.
Bridget Yeung (CRD# 2033073) is an Investment Advisor Representative working at Osaic Fs, Inc. in Sugar Land, TX and has over 34 years of experience in the finance industry.