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Rohn Alan Hein

Osaic Wealth, Inc.

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About Rohn Alan Hein

Rohn Hein is a financial advisor with Osaic Wealth, Inc. Rohn is registered in 35 states and has been in the industry since 1986. Rohn has a wide range of experience and expertise, including financial planning, portfolio management, and tax preparation. Rohn has also been active in the industry, serving as a Registered Representative for several firms. Rohn is committed to providing his clients with the highest level of service and expertise.

Firm Information

Rohn Hein 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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Rohn Hein’s Registration & Firm History

NJ

10/11/2024 - Present

Osaic Wealth, Inc. (VOORHEES NJ)

NJ

02/09/1999 - 12/31/2002

STUART STONE & CO., LLC (FLORHAM PARK NJ)

NY

06/13/1996 - 02/17/1999

STRATEGIC ASSETS INC. (MELVILLE NY)

NH

10/31/1995 - 06/07/1996

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

IL

08/10/1992 - 12/30/1994

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

PA

10/02/1991 - 08/19/1992

PHILADELPHIA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)

NJ

09/06/1988 - 09/24/1991

G - W BROKERAGE GROUP, INC. (BEVERLY NJ)

NA

12/23/1987 - 02/15/1989

INVESTMENT BROKERS OF AMERICA

NA

10/10/1985 - 01/05/1988

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

07/23/1985 - 08/19/1985

BLINDER, ROBINSON & CO.,INC.

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Licenses & Designations

BC

Issued 03/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rohn Alan Hein.
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