linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Jacob Ocheltree

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Jacob Ocheltree

Thomas Jacob Ocheltree is an experienced financial professional with a proven track record of success. Thomas has been in the industry since 2012, having worked for several prominent firms including Charles Schwab & Co., Inc. and SAGEPOINT FINANCIAL, INC. Currently, Thomas is registered with Osaic Wealth, Inc. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Thomas Ocheltree 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Ocheltree’s Registration & Firm History

AZ

09/01/2023 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

AZ

09/14/2021 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

IL

09/13/2017 - 09/08/2021

CHARLES SCHWAB & CO., INC. (Chicago IL)

IL

05/31/2012 - 11/14/2017

OPTIONSXPRESS, INC. (CHICAGO IL)

Not sure if Thomas Jacob Ocheltree is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2014

Series 3 - National Commodity Futures Examination

BC

Issued 05/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Jacob Ocheltree.
Not sure if Thomas Jacob Ocheltree is right for you?