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Brian Michael Cowhey

Osaic FS, Inc.

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About Brian Michael Cowhey

Brian Cowhey is a financial advisor with Osaic FS, Inc. and Osaic FA, Inc. Brian has been in the financial industry for over 20 years. Brian has experience in working with individuals, businesses, and retirement plans. Brian is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Brian Cowhey is currently registered with Osaic FS, Inc.. 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.

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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 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.

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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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Brian Cowhey’s Registration & Firm History

PA

12/16/2022 - Present

Osaic FS, Inc. (RADNOR PA)

IN

05/08/2015 - 06/10/2022

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

FL

10/29/2012 - 07/22/2013

QUESTAR CAPITAL CORPORATION (WEST PALM BEACH FL)

NJ

07/04/2012 - 10/30/2012

ESSEX SECURITIES LLC (JERSEY CITY NJ)

IL

10/12/2007 - 06/30/2010

PACIFIC SELECT DISTRIBUTORS, INC. (CHICAGO IL)

CA

07/02/2007 - 09/11/2007

BROADWALL CAPITAL LLC (PALO ALTO CA)

VA

08/16/2006 - 07/12/2007

PROSPECT FINANCIAL ADVISORS, LLC (FAIRFAX VA)

RI

08/22/2002 - 11/10/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

PA

07/16/2001 - 05/22/2002

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

AL

07/09/1999 - 05/11/2001

FIRST VARIABLE CAPITAL SERVICES, INC. (BIRMINGHAM AL)

MA

06/10/1996 - 10/29/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/10/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 06/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/07/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Michael Cowhey.
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