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Firm Information

Osaic FS, Inc. is a Corporation that was formed on January 21, 1969. The firm is headquartered in FORT WAYNE, IN, United States. Osaic FS, Inc. is a registered investment advisor with the SEC and in 53 states. The firm has approximately 655 registered representatives and 371 investment advisor representatives. The firm manages approximately $4,483,164,358 in assets, including $1,240,351,270 in discretionary assets. The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base includes individuals, corporations, and retirement plans.

Osaic FS, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$4.48B

Assets Under Management

300 Total Clients

311

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

retirement plan consulting services provided on limited basis.

Retirement plan consulting services provided on limited basis.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (42)

OSAIC FS, INC. has a total of 42 branch locations across the country.

Advisors at Osaic FS, Inc.

View All 311 Advisors

SAN FRANCISCO , CA

CHERRY HILL, NJ

FORT WAYNE, IN

Robin Pickard Nutting

ABERDEEN, NC

CARY, NC

RADNOR, PA

ABERDEEN, NC

DURHAM, NC

View All 311 Advisors

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Disclosures

There are 2 public disclosures for Osaic FS, Inc.. Review regulatory record here.

Frequently Asked Questions (10)

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Osaic FS, Inc.

Headquartered in FORT WAYNE, IN

When are you planning to retire?

Are you with Osaic FS, Inc.?

Are you a financial advisor?

Firm Information

Osaic FS, Inc.

$4.48B

Assets Under Management

300

Total Clients

Total Financial Advisors

Services Offered

financial planning services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

retirement plan consulting services provided on limited basis.

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (42)

Advisors at Osaic FS, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (10)

Helpful Articles

When are you planning to retire?

Are you with Osaic FS, Inc.?

Are you a financial advisor?

Helpful Articles

Osaic FS, Inc.

Headquartered in FORT WAYNE, IN

When are you planning to retire?

Are you with Osaic FS, Inc.?

Are you a financial advisor?

Firm Information

Osaic FS, Inc.

$4.48B

Assets Under Management

300

Total Clients

Total Financial Advisors

Services Offered

financial planning services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

retirement plan consulting services provided on limited basis.

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (42)

Advisors at Osaic FS, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (10)

What is OSAIC FS, INC. and what services do they offer?

Where is OSAIC FS, INC. headquartered and where are their offices located?

How large is OSAIC FS, INC. in terms of assets under management and client accounts?

What types of clients does OSAIC FS, INC. serve?

Does OSAIC FS, INC. offer financial planning services?

Does OSAIC FS, INC. offer portfolio management services?

Does OSAIC FS, INC. offer retirement planning services?

Does OSAIC FS, INC. have any disclosures or regulatory events?

What is OSAIC FS, INC.'s SEC number?

Is OSAIC FS, INC. registered with the SEC and in what states?

Helpful Articles

When are you planning to retire?

Are you with Osaic FS, Inc.?

Are you a financial advisor?

Helpful Articles