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Blenda Fay Ison

Osaic Wealth, Inc.

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About Blenda Fay Ison

Blenda Fay Ison is a financial professional with over 29 years of experience in the financial services industry. Blenda is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in multiple states. Blenda specializes in providing financial planning services to individuals, businesses, and institutions. Blenda has a strong track record of success in helping clients achieve their financial goals. Blenda has worked with various firms throughout her career, including Securities America, Inc., KMS Financial Services, Inc., Independent Financial Group, LLC, and Voya Financial Advisors, Inc. Blenda is committed to providing her clients with the highest level of service and expertise.

Firm Information

Blenda Ison is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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percentage of assets

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

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Blenda Ison’s Registration & Firm History

OR

06/14/2024 - Present

Osaic Wealth, Inc. (Portland OR)

OR

11/06/2020 - 06/14/2024

SECURITIES AMERICA, INC. (Portland OR)

OR

08/22/2016 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (Portland OR)

OR

07/13/2016 - 08/26/2016

INDEPENDENT FINANCIAL GROUP, LLC (Wilsonville OR)

OR

01/01/2004 - 07/13/2016

VOYA FINANCIAL ADVISORS, INC. (PORTLAND OR)

IA

06/25/2002 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

01/26/2000 - 04/05/2002

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

02/23/1998 - 12/31/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

CT

10/01/1995 - 12/31/1997

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

WA

03/10/1994 - 10/01/1995

RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)

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Licenses & Designations

BC

Issued 04/05/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1996

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blenda Fay Ison.
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