Osaic Advisory Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

171070

SEC number

801-80075

Firm type

RIA

Assets under management

$15.5B as of Jun 7, 2026

Website

www.thewealthplancompany.com ↗

Phone

866-580-8219

Address

2300 Windy Ridge Parkway, Atlanta, GA, 30339

Advisors at this firm

289 in our index · page 3 of 6

• Maggie Mae GuenterCRD 7077159 · West Bloomfield,, MI
  IA RegisteredBroker
• Mervyn Isaac GarciaCRD 7500925 · Springfield,, OR
  IA RegisteredBroker
• Timothy GiampetroniCRD 5789189 · Bloomfield Hills, MI
  IA Registered
• Robert Clay GroceCRD 7173407 · Frankfort, KY
  IA RegisteredBroker
• John Robert HacheyCRD 4501990 · Woodstock, GA
  IA RegisteredBroker
• Shane Austin HamashigeCRD 6656934 · Westlake Village, CA
  IA RegisteredBroker
• William Clifford HanfCRD 4397063 · Houston, TX
  IA RegisteredBroker
• Jesse Grant HansfordCRD 5461079 · Greenville, SC
  IA RegisteredRegistration inactive
• Amanda Hadley HarrelsonCRD 5016231 · Auburn, AL
  IA RegisteredBroker
• Antwone M HarrisCRD 4642598 · Washington, DC
  IA RegisteredRegistration inactive
• Meagan A HassebrockCRD 7337947 · Omaha, NE
  IA RegisteredBroker
• Daniel Graham HeadCRD 1021497 · Knoxville, TN
  IA RegisteredBroker
• Philip Robert HedrickCRD 1061047 · Coeur D'alene, ID
  IA RegisteredBroker
  Disclosure event(s) on record
• Michelle Ann HeffelCRD 5839805 · Scottsdale, AZ
  IA RegisteredBroker
• Mark David HeiseyCRD 4258866 · Allen Park, MI
  IA RegisteredBroker
• Rory Daniel HendersonCRD 4970789 · Oakland, CA
  IA RegisteredBroker
• Bruce David HermannCRD 2399318 · Milford, DE
  IA RegisteredBroker
  Disclosure event(s) on record
• Louis Robert HeryCRD 3223145 · Parsippany, NJ
  IA RegisteredBroker
• Peter Anthony HirschCRD 3142767 · Scottsdale, AZ
  IA RegisteredBroker
• David Warren HoffmannCRD 2946293 · Canonsburg, PA
  IA RegisteredBroker
• George Wallace HookCRD 3231480 · Bellevue, WA
  IA RegisteredBroker
• Anthony William HosfeldCRD 2834666 · Sandusky, OH
  IA Registered
  Disclosure event(s) on record
• Cecile Elisabeth HultCRD 5563127 · Vienna, VA
  IA RegisteredBroker
• Conner HartmanCRD 6812060 · Fraser, CO
  IA RegisteredBroker
• Jonathan Lynn HayesCRD 4065965 · Knoxville, TN
  IA Registered
  Disclosure event(s) on record
• Ryan Thomas HeiligenthalCRD 6854160 · Torrance, CA
  IA RegisteredBroker
• Jason Andrew IannantuonoCRD 2499549 · Allentown, PA
  IA RegisteredBroker
• John Joseph IannantuonoCRD 829360 · Allentown, PA
  IA RegisteredBroker
• Timothy Mark IngallsCRD 2188012 · Windsor, CT
  IA RegisteredBroker
• Kim Marie JamesCRD 2919666 · West Melbourne, FL
  IA RegisteredBroker
• Albert Allen JansenCRD 4437826 · Wichitia, KS
  IA RegisteredBroker
• Jennifer Lynn JensenCRD 2526487 · Ypsilanti, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• William W JinrightCRD 7820623 · Auburn, AL
  IA RegisteredBroker
• Deborah Lynn JohnsonCRD 4668403 · Seneca, SC
  IA RegisteredBroker
• Ronald Lee JohnsonCRD 2616535 · Englewood, CO
  IA RegisteredBroker
• Jack Lewis JonesCRD 2539111 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Lester Wade JonesCRD 2526336 · Huntsville, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kurt Daniel JonsonCRD 2420815 · Bellevue, WA
  IA RegisteredBroker
• Alan Michael JotkoffCRD 1601180 · West Melbourne, FL
  IA RegisteredBroker
• Jarrod Lee JansenCRD 7414301 · Wichita, KS
  IA RegisteredBroker
• Brian Clark JohnsonCRD 6959159 · Lewiston, ID
  IA RegisteredBroker
• Ryan Philip JotkoffCRD 4235923 · West Melbourne, FL
  IA RegisteredBroker
• Ravi Benjamin KahanCRD 4420541 · Atlanta, GA
  IA RegisteredBroker
• James Vance KampstraCRD 5645590 · Gettysburg, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kelly Layton KampstraCRD 6103363 · Gettysburg, PA
  IA RegisteredBroker
• Philip Andrew Kaye-SkinnerCRD 5289206 · Scottsdale, AZ
  IA RegisteredBroker
• Samuel Lewis KeckCRD 1147948 · Englewood, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffry Michael KennatCRD 2543009 · Strongsville, OH
  IA RegisteredBroker
• Thomas Patrick KerinsCRD 2381084 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• William Lawrence KesselCRD 6610653 · Bloomfield Hills, MI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.