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William Norman Strawn

Osaic Wealth, Inc.

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About William Norman Strawn

William Norman Strawn is a financial advisor who has been in the industry since 1992. William is currently registered with Osaic Wealth, Inc. in McDonough, Georgia. William specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. William is also a registered representative with the firm and holds the Series 6 and Series 63 licenses. Prior to joining Osaic Wealth, Inc., William was associated with Royal Alliance Associates, Inc. and Nationwide Securities, LLC.

Firm Information

William Strawn 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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William Strawn’s Registration & Firm History

GA

12/06/2019 - Present

Osaic Wealth, Inc. (MCDONOUGH GA)

GA

07/16/2010 - 10/16/2017

ROYAL ALLIANCE ASSOCIATES, INC. (MACON GA)

GA

04/02/2008 - 07/10/2009

NATIONWIDE SECURITIES, LLC (MCDONOUGH GA)

OH

06/17/1987 - 06/06/2006

NATIONWIDE SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 04/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Norman Strawn.
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