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 4 of 6

• Jubin KeyvanCRD 2274097 · Coral Springs, FL
  IA RegisteredBroker
• Randall Lee KingCRD 1112495 · Hermosa Beach, CA
  IA RegisteredBroker
• Matthew William KlewerCRD 4018943 · Appleton, WI
  IA RegisteredBroker
• Ronald Thomas KlimasCRD 2321602 · Knoxville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• John Hyrum KoyleCRD 4409795 · Pocatello, ID
  IA RegisteredBroker
• Kimberly Jo KroppCRD 1789526 · Omaha, NE
  IA RegisteredBroker
• Gregory Stanley KurasCRD 1444445 · Manasquan, NJ
  IA RegisteredBroker
• Ike J KutterCRD 5276187 · Englewood, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Henry William KettlerCRD 7128292 · Houston, TX
  IA RegisteredBroker
• Lawrence Todd LarmerCRD 710739 · Manasquan, NJ
  IA RegisteredBroker
• John E. LayugCRD 2485292 · Hunt Valley, MD
  IA RegisteredBroker
• David Alan LeavittCRD 3258885 · Mayfield Hts, OH
  IA RegisteredBroker
• Nathan Gin LeeCRD 6133664 · New York, NY
  IA RegisteredBroker
• Scott Ryan LewisCRD 6318502 · Mayfield Hts, OH
  IA RegisteredBroker
• Theodore Stewart LorenzenCRD 2044769 · Mayfield Heights, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• William Patrick LynchCRD 7225158 · The Woodlands, TX
  IA RegisteredBroker
• David James LardinoisCRD 7124922 · Appleton, WI
  IA RegisteredBroker
• Scott Michael MahanCRD 2799792 · Klamath Falls, OR
  IA RegisteredBroker
• Charles Herbert MaherCRD 1436424 · Colorado Springs, CO
  IA RegisteredBroker
• Richard Paul MatthewsCRD 1746523 · Lemoyne, PA
  IA RegisteredBroker
• Patrick Christian McgovernCRD 2608205 · Holbrook, NY
  IA RegisteredBroker
• Dean Scott MckenzieCRD 2781519 · Spokane, WA
  IA RegisteredBroker
• Dennis Gene McmillinCRD 1439386 · Rochester, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Arthur MellonCRD 2442621 · Greensboro, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph John MessinaCRD 2771353 · Middle Village, NY
  IA RegisteredBroker
• David Charles MichalkCRD 2951513 · Albuquerque, NM
  IA Registered
  Disclosure event(s) on record
• Barbara Ann MillionCRD 4212576 · Knoxville, TN
  IA RegisteredBroker
• Karl Anthony MooreCRD 2749207 · Yakima, WA
  IA Registered
  Disclosure event(s) on record
• Mark Thomas MorganCRD 2603450 · Southlake, TX
  IA RegisteredBroker
• Steven Thomas MorganCRD 5678870 · Westerville, OH
  IA RegisteredBroker
• Steven Wayne MorseCRD 1910510 · Ann Arbor, MI
  IA RegisteredBroker
• Devin James MoylanCRD 4669823 · Omaha, NE
  IA RegisteredBroker
• Patrick J MoylanCRD 4460556 · Omaha, NE
  IA RegisteredBroker
• Sean David MoylanCRD 4669828 · Omaha, NE
  IA RegisteredBroker
• Jeffrey Leroy MurphyCRD 2321676 · Meridian, ID
  IA RegisteredBroker
• Garrett Elisha MaloneCRD 8064813 · Gautier, MS
  IA Registered
• Eduardo Esteban MartinezCRD 7256734 · Houston, TX
  IA RegisteredBroker
• Erin Ann Fleming MccloskeyCRD 6635382 · Castro Valley, CA
  IA RegisteredBroker
• Michael Wayne McguireCRD 7556367 · Arnold, MD
  IA RegisteredBroker
• Clayton Cade MckenzieCRD 6970637 · The Woodlands, TX
  IA RegisteredBroker
• Kasia MedlarCRD 6842181 · Allentown, PA
  IA RegisteredBroker
• Thomas Gregory MillerCRD 4718198 · Greenville, SC
  IA RegisteredRegistration inactive
• Diego Hernan MorcilloCRD 5881630 · Plantation, FL
  IA RegisteredBroker
• Gerald Wayne NackersCRD 2017730 · Appleton, WI
  IA RegisteredBroker
• Jeffrey Andrew NanceCRD 2827830 · Auburn, AL
  IA RegisteredBroker
• Louis Thomas NazzaroCRD 2268957 · Denver, CO
  IA RegisteredBroker
• Leonard Lee NelsonCRD 1336235 · Portland, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Charles NiemiCRD 1134695 · Maple Valley, WA
  IA RegisteredBroker
• Dianne Williams NolinCRD 2181092 · Vienna, VA
  IA RegisteredBroker
• Dwight Glenn O'haraCRD 2314789 · Deer Lodge, MT
  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.