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Keith Merwin Oslie

Osaic Wealth, Inc.

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About Keith Merwin Oslie

Keith Merwin Oslie is a licensed investment advisor representative with Osaic Wealth, Inc. located in Castro Valley, California. Keith has been in the financial services industry for over 20 years. Keith's focus is providing financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses. Keith is registered with the state of California as an Investment Advisor Representative and holds a Series 65 license. In addition to his work with Osaic Wealth, Inc., Keith is also a licensed insurance agent, and from time to time, will offer clients advice or products from those activities.

Firm Information

Keith Oslie 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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Keith Oslie’s Registration & Firm History

CA

06/28/2024 - Present

Osaic Wealth, Inc. (CASTRO VALLEY CA)

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Licenses & Designations

IA

Issued 06/30/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Merwin Oslie.
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