Osaic Wealth Inc.

Osaic Wealth Inc.

Osaic Wealth Inc. is a financial services holding company. The firm’s financial representatives provide investment and financial planning services including securities and insurance brokerage, as well as asset management. Think of Osaic Wealth Inc. as the behind-the-scenes support for financial representatives. Through Osaic Wealth Inc.extensive technology, compliance and operational support, representatives can more readily provide comprehensive and professional service to their clients.  Osaic Wealth Inc. mission is to foster the success of financial professionals so they can provide quality, objective financial advice and services to their clients. 

Osaic Wealth Inc.

Osaic Wealth Inc. is a registered broker/dealer and a Member FINRA/SIPC. All customer brokerage accounts at Osaic Wealth Inc. are carried by National Financial Services, LLC (“NFS”), a Fidelity Investments Company, or by Pershing, LLC, (“Pershing”) a subsidiary of The Bank of New York Company, Inc. Investments carried by both NFS and Pershing are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000). An explanatory brochure is available at SIPC.org. Both companies have arranged additional protection for cash and securities to supplement its SIPC coverage. This additional coverage provided through Lloyd's of London will protect assets up to an overall aggregate level of $1 billion for assets in custody at the clearing firm including $1.9 million cash. Neither coverage protects against a decline in the market value of securities. Osaic Wealth Inc. also serves as the corporate agency for the distribution of insurance products. Through this agency, Osaic Wealth Inc. provides its representatives with a complete line of insurance, annuity and ancillary products. Choose from term, universal and traditional life products, as well as a full range of disability, long-term care and health coverage products. 

Osaic Wealth Inc.

Osaic Wealth Inc. is a Securities and Exchange Commission Registered Investment Advisor.  Osaic Wealth Inc. provides investment management, financial advice, and financial planning through advisors nationwide. Working closely with Osaic Wealth Inc, you and your financial advisor can develop a personalized investment program. Whether you are looking for turnkey solutions or something customized to your unique situation, Osaic Wealth Inc. is there to help your advisor meet your needs. We offer you flexibility and expert support, but you and your advisor remain in control of your financial choices. 

Osaic Wealth Inc. is a member of FINRA/SIPC. and is an SEC Registered Investment Advisor.

Based in Omaha, Nebraska -- Osaic Wealth Inc. is one of the nation's largest independent general securities broker/dealers.  Osaic is registered in all 50 states and the District of Columbia.  Investments carried by NFS are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $250,000 subject to periodic adjustments for inflation in accordance with the terms of the SIPC statute and approval by SIPC’s Board of Directors).  An explanatory brochure is available at SIPC.org. Such coverage does not protect against market loss. 

NFS and Fidelity Investments are not affiliated with Osaic Wealth Inc. or Ladenburg Thalmann Financial Services Inc