To all the members of #TeamOsaic, and the clients they diligently serve, happy Labor Day.
Osaic
Financial Services
Scottsdale, Arizona 60,965 followers
Empowering you to thrive
About us
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
- Website
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http://Osaic.com
External link for Osaic
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Scottsdale, Arizona
- Type
- Privately Held
- Founded
- 2016
Locations
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Primary
18700 N Hayden Rd
Scottsdale, Arizona 85255, US
Employees at Osaic
Updates
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Congratulations to Osaic Financial Professional Angela Renna, President of Sterling Financial Group, on being named to Financial Services Institute (FSI)'s 2024 Circle of Excellence! 👏🏆 This award recognizes Angela's dedication to the profession and preserving the Main Street Americans' access to affordable, professional financial advice. Learn more about the honor, here: https://ow.ly/tSjo50Ta6A7
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We're thrilled to announce our most ambitious Osaic Foundation initiative yet! Throughout October, we'll participate in local walk-a-thons for the American Cancer Society, culminating in a special Making Strides event at #ConnectED24. For just a $25 donation to the American Cancer Society, you can connect your favorite step count app to the Osaic Events app and track your progress. Instructions for setup will be provided before the event. Don't miss out - sign up and donate now as you complete your ConnectED registration and walk with us for a great cause! https://ow.ly/WO6A50T9e4j
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Please join us in welcoming Toledo-based financial professionals Mike Wholehan and Ben Taylor to #TeamOsaic and MarketShare Financial! "Partnering with MarketShare and Osaic offers us the ability to leverage a technology savvy independent broker-dealer to help enhance our client offerings. We will also be able to expand our advisory services by utilizing their vast wealth management platform." Learn how Osaic empowers financial professionals to thrive: https://ow.ly/gKVs50SYLQ0
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We're proud to be named amongst Financial Planning's top firms with the highest percentage of women advisors! (𝘔𝘦𝘮𝘣𝘦𝘳𝘴𝘩𝘪𝘱 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘥 𝘵𝘰 𝘳𝘦𝘢𝘥 𝘧𝘶𝘭𝘭 𝘢𝘳𝘵𝘪𝘤𝘭𝘦) https://ow.ly/2hev50T4VtL
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This week on #WeeklyMarketImpact, Philip S. Blancato discusses: 🗣️ Latest comments from the Fed ✂️ Expectations for a rate cut 🌎 European vs American taxes Listen to the episode, here: https://ow.ly/m8i950T7lle
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On #NationalDogDay, #TeamOsaic is going to the dogs! 🐶 Show us your pampered pooch in the comments 👇
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It's been a little over a year since Ed Swenson joined Osaic as president of RIA Solutions. Recently, Ed sat down with WealthManagement.com to discuss what his team has accomplished in the last year, what the RIA affiliation model looks like, and how Osaic's RIA channel differs from other firms. https://ow.ly/9FS450T4hkZ
Q&A: Ed Swenson on Building Out Osaic’s RIA Strategy
wealthmanagement.com
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Financial Professional Jordan Howard, CFP®, CPWA®, AAMS™ was looking for greater flexibility and larger product offerings to better serve his clients, and that's when he turned to Osaic and IronBridge Wealth Counsel, LLC. We're excited to welcome Jordan to the #TeamOsaic family! Osaic's flexible, outside-the-box approach means you'll never be defined by fee structure or affiliation status. Leverage our scale and partnerships to access the tools you need to serve your clients and evolve your business on your terms. https://ow.ly/OWbC50SYKcj
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👩💼 Entrepreneur 💰 Investor 💼 Business Leader 🚀 Rocket Scientist Sylvia Acevedo is passionate about building, scaling and leading market transitions, and she's a devout believer in the power of transformation and disruption to change and improve the world. We're excited to hear from Sylvia at #ConnectED24 where she'll speak on leadership and innovation. Register to hear her speak: https://ow.ly/7cFW50SXFXx
Hear from Sylvia Acevedo at #ConnectED24