#TeamOsaic is growing and we're so excited to welcome the newest member, Juan Carlos Vazquez, owner and financial advisor at JCV Wealth Management! For Juan Carlos, financial planning is not just a profession, it's a passion that enables him to make a meaningful difference in his clients' lives every day. He decided to partner with Osaic so he could have access to the best platforms and service. Explore our innovative wealth solutions: https://ow.ly/A68g50SxLEq
Osaic
Financial Services
Scottsdale, Arizona 59,095 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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More than 140 women attended #WForum for the first time this year - an event purposefully crafted to empower Osaic's community of female Financial Professionals at every stage of business. Following the event, we reached out to attendees to better understand how attending the event impacted their businesses. ➡️ Swipe to see what they had to say. See how we're celebrating #OsaicWomen, today and tomorrow: https://ow.ly/MiPn50SxnC1
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We're excited to announce the newest addition to our financial professional feedback ecosystem: Osaic's Fee Centric Advisory Solutions Council! The Fee Centric Advisory Solutions Council is comprised of members who have experience building, running, or supporting Financial Professionals whose primary focus is on advisory business. The Council will work to identify ways we can enhance interactions and help us define opportunities that make it easier for advisory practices to do business across Osaic. Please join us in welcoming: Chris Beard, CFP - Professional Planning & Wealth Brian Damiani - Continuum Advisory, LLC Mary Dill, ChFC - Tribe Financial Group Dean Harman, CFP® - Harman Wealth Management Kevin Lang - Lang & Becker Jeff Leonard - Gallagher Vincent Morris - OneDigital Dianne Nolin, CFP®, CDFA® - Argent Bridge Advisors Andrew Paoni, MBA, CFP®, CFA - Sikich Neal Slafsky - Osaic Advisors
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On this week's episode of #WeeklyMarketImpact, Philip S. Blancato talks about the latest jobs data, a slowing U.S. consumer and the latest trends in electricity and manufacturing materials. 🎧 Listen to the episode, here: https://ow.ly/lJQu50SxMmY
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Congratulations to the members of #TeamOsaic who were recognized as the best and brightest in the wealth management industry at the 2024 InvestmentNews awards! 🏆 See a list of all the winners, here: https://ow.ly/JiLW50Sx4R0
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According to our latest whitepaper with Cerulli Associates, team-based practices tend to manage more assets, and exhibit stronger organic growth compared to Solo practitioners given the advantages of scale. With scale, teams are more likely to generate referrals from centers of influence as well as internal referrals from other advisors within their practice. Find out more about the benefits and approaches of building a team-based advisory practice: https://ow.ly/NRy850SrWw8
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Take us to Florida ☀️😎 📅 Save the date for #ConnectED24, Oct. 27-30 in Orlando. Registration launches later this summer.
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On this week's episode of #WeeklyMarketImpact, special guest Matt Whitehurst, CFA joins Philip S. Blancato to discuss the Magnificent 7 and what opportunities lie ahead for investors. https://ow.ly/7bjC50StB2A
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#TeamOsaic, please join us in welcoming Jennifer Lindsay to Osaic! 👋 As the President of Reichert Financial Services, a family founded and owned company, Jennifer decided to make the move to Osaic because of our platforms and products. "We believe in the same investment philosophy. With that, the line up of platforms, software, investment products and solutions align with what I am accustomed to and can offer my clients," she said. Learn how you can maximize your time when you partner with Osaic: https://ow.ly/1R4v50SrSP7
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