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Amy Jennifer Wright

Osaic FA, Inc.

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About Amy Jennifer Wright

Amy Jennifer Wright is a registered representative with Osaic FA, Inc., a firm based in Fort Wayne, Indiana. Amy has been in the financial industry since October 18, 2003, and has been with Osaic FA, Inc. since August 20, 2004. Amy is licensed to sell securities in Ohio. In addition to the Series 6 license, Amy has also passed the Securities Industry Essentials Examination (SIE). Amy has a history of working with individuals, high net worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Amy specializes in retirement planning and investment management.

Firm Information

Amy Wright is currently registered with Osaic FA, Inc.. Osaic FA, Inc., a corporation formed in 1968, provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm offers a variety of services including financial planning, portfolio management, and retirement plan consulting. Osaic FA, Inc. is registered with the Securities and Exchange Commission (SEC) and is also registered in 52 states. The firm has a strong track record and has received multiple awards for its services. They manage over $37 billion in assets.
Osaic FA, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$37.13B

Assets Under Management

3,800

Total Clients

1,156

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting services provided on a limited basis.

Retirement plan consulting services provided on a 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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Amy Wright’s Registration & Firm History

OH

08/20/2004 - Present

Osaic FA, Inc. (COLUMBUS OH)

IN

08/20/2004 - 06/01/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

OH

12/18/2002 - 10/20/2003

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amy Jennifer Wright. Review regulatory record here.
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