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Gary Kurt Hager

Osaic Wealth, Inc.

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About Gary Kurt Hager

Gary Kurt Hager is a financial advisor with over 30 years of experience in the industry. Gary currently holds registrations with the state of New Jersey and Florida. Gary is affiliated with Osaic Wealth, Inc., where he has been since 2025. Gary is a Certified Financial Planner and holds several securities licenses, including Series 6, 7, 22, 22TO, 63, and SIE. Gary has been with several firms in the past, including Summit Equities, Inc., Lincoln Financial Advisors Corporation, and CIGNA Financial Advisors, Inc. Gary offers a variety of financial planning services to individuals, corporations, and institutions. Gary has been working with clients in the New Jersey area since 2004 and in the Florida area since 2017. He is also active in the community and enjoys helping clients achieve their financial goals.

Firm Information

Gary Hager 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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Gary Hager’s Registration & Firm History

NJ

01/24/2025 - Present

Osaic Wealth, Inc. (RED BANK NJ)

NJ

08/30/2004 - 09/29/2017

SUMMIT EQUITIES, INC. (RED BANK NJ)

IN

08/12/2003 - 08/31/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

06/01/1998 - 08/31/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

10/30/1991 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

NA

05/21/1987 - 04/07/1988

SUPER FUND SECURITIES CORP.

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Licenses & Designations

BC

Issued 11/02/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/28/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/10/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/16/1986

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Kurt Hager.
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