The Midtown Advisors team also includes Director of Sales Operations Blake Perry, and Office Manager Stacey Nelson. After 13 years with LPL Financial, Tom Perry conducted extensive due diligence ...

("Osaic"), one of the nation's largest providers of wealth management strategies, today announced details of its 2026 W Forum, the firm's annual conference dedicated to supporting, connecting and ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, announced today that financial ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced NoxNumis, a Wichita, Kansas-based wealth management ...

Osaic Services, the broker-dealer arm of the Osaic wealth management firm, will pay $250,000 for improperly supervising its reps, including a broker who continued to trade securities in a customer’s ...

A father-son team that previously managed about $285 million in client assets with LPL Financial has launched an independent practice with Osaic in Wenatchee, Wash. Meyers Wealth Management Group, ...

SCOTTSDALE, Ariz., November 19, 2025--(BUSINESS WIRE)--Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced that Soundview Financial Group, an ...

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Sanders Wealth Management, an independent wealth management firm based in Upstate South ...

Desiree Sii, until recently the CEO and president of Osaic Services Inc., which formerly was known as SagePoint Financial Inc., is joining AssetMark Financial Holdings Inc., the turnkey asset ...

Washington-based Brent Bridenback joins Osaic to grow his 100% fee-based practice, citing technology, independence and high-net-worth client support as key considerations Osaic, Inc. (“Osaic”), one of ...