Question 1

What is Osaic?

Accepted Answer

Osaic is one of the nation's largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional.

Question 2

What is the partnership with Osaic like?

Accepted Answer

Osaic's partnership model allows them to provide more support, resources, and time for their clients to focus on what matters. They help their partners reach their full potential and achieve their business goals, as success looks different for everyone.

Question 3

What is the community like at Osaic?

Accepted Answer

Osaic fosters a diverse and inclusive community that celebrates differences. They believe there is a place for everyone and aim to help their clients expand their professional network and find their peers.

Question 4

What certifications and registrations does Osaic have?

Accepted Answer

Osaic Wealth, Inc., Osaic Institutions, Inc., and Osaic Services, Inc. are broker-dealers and registered investment advisers, and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, which are registered investment advisers.

Location	Google category	Reviews	Status
705 Starbush Dr, Sunnyvale, CAprimary	—	—	Claimed
3300 Cottage Grove Ave, Des Moines, IA	—	—	Claimed
760 N Euclid St, Anaheim, CA	—	—	Claimed
2322 Broad Ave, Altoona, PA	—	—	Claimed
10299 E Grand River Ave Ste i, Brighton, MI	—	—	Claimed
19530 International Blvd #200, SeaTac, WA	—	—	Claimed
23 E Main St, Clinton, NJ	—	—	Claimed
102 E Lincoln St, Tullahoma, TN	—	—	Claimed
975 Berkshire Blvd Suite 104, Wyomissing, PA	—	—	Claimed
4293 Five Oaks Dr Ste a, Lansing, MI	—	—	Claimed
790 Turnpike St, North Andover, MA	—	—	Claimed
1220 N Velasco St, Angleton, TX	—	—	Claimed
Securities America Inc	—	—	Claimed
1901 56th Ave #120, Greeley, CO	—	—	Claimed
354 NE Greenwood Ave #103, Bend, OR	—	—	Claimed
424 N San Mateo Dr #200, San Mateo, CA	—	—	Claimed
7550 Lucerne Dr #204, Cleveland, OH	—	—	Claimed
196 Danbury Rd # 10, Wilton, CT	—	—	—
1415 Hillyer Robinson Industrial Pkwy, Anniston, AL	—	—	Claimed
423 F St #102, Davis, CA	—	—	Claimed
333 W Broadway, Council Bluffs, IA	—	—	Claimed
6965 Union Park Center #230, Midvale, UT	—	—	Claimed
2224 E Centre Ave, Portage, MI	—	—	Claimed
8810 Bankers St, Florence, KY	—	—	Claimed
147 N 2nd E #3, Rexburg, ID	—	—	Claimed
1227 Peekskill Hollow Rd, Carmel Hamlet, NY	—	—	Claimed
1200 Gordon Dr #2, Kingman, AZ	—	—	Claimed
4 Whistler Way, East Falmouth, MA	—	—	Claimed
165 Wells Rd Ste 407, Orange Park, FL	—	—	Claimed
221 E Front St, Pemberville, OH	—	—	Claimed

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