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 5 of 6

• Daniel Matthew PaddenCRD 6243784 · Wheeling, WV
  IA RegisteredBroker
• Michael Vincent PapaCRD 2110122 · Colorado Springs, CO
  IA RegisteredBroker
• Robert Anderson PearlCRD 6024493 · Troy, MI
  IA RegisteredBroker
• Karen PenaCRD 7429411 · Plantation, FL
  IA RegisteredBroker
• Stanley Raphael PenaCRD 3004825 · The Woodlands, TX
  IA RegisteredBroker
• Lisa Haggai PiersonCRD 1246752 · Sequim, WA
  IA RegisteredBroker
• Anthony R. PodojilCRD 5653093 · Mayfield Hts, OH
  IA RegisteredBroker
• Alena S PovarovaCRD 5594225 · Mountain View, CA
  IA Registered
• Luca Omar ProcelCRD 3195116 · Issaquah, WA
  IA RegisteredBroker
• Daniel PieroCRD 6955694 · Aurora, OH
  IA RegisteredRegistration inactive
• Heather PollackCRD 2307380 · Aurora, OH
  IA RegisteredRegistration inactive
• Michael Douglas ReesCRD 1304147 · St. Petersburg, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jared Paul RemeszCRD 6486082 · Bloomfield Hills, MI
  IA RegisteredBroker
• Bryan Alexis Rendon SalazarCRD 7660669 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy James RichCRD 2987129 · Castro Valley, CA
  IA RegisteredBroker
• Anthony Leo RitterCRD 1877571 · Scottsdale, AZ
  IA RegisteredBroker
• Mark Lee RobareCRD 1057899 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Stanley Edward RobareCRD 5675435 · Houston, TX
  IA RegisteredBroker
• Wade Norman RobertsCRD 2252311 · Woodstock, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Andrew RodgersCRD 3235116 · Aurora, OH
  IA RegisteredRegistration inactive
• Alison B RodriguezCRD 5088976 · Red Bank, NJ
  IA RegisteredBroker
• Daniel Carlos RodriguezCRD 5207851 · Plantation, FL
  IA RegisteredBroker
• Ronit RogoszinskiCRD 2223512 · Carle Place, NY
  IA RegisteredBroker
• William John RolserCRD 2635236 · Sterling, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Roger RothbortCRD 2072153 · Henderson, NV
  IA Registered
• Richard Anthony RussoCRD 3190786 · Patchogue, NY
  IA RegisteredBroker
• Daniel William RauschCRD 5636455 · Holland, MI
  IA RegisteredBroker
• Olivia Joyce RiceCRD 7575329 · Seattle, WA
  IA RegisteredBroker
• Garrett RohrbaughCRD 6943108 · Gettysburg, PA
  IA RegisteredBroker
• Valerie Giles RoqueCRD 6651404 · Houston, TX
  IA RegisteredBroker
• Carly RothbortCRD 7552139 · Henderson, NV
  IA RegisteredBroker
• Justin RussoCRD 6581231 · Chesterfield, MI
  IA RegisteredBroker
• Robert Ivar SandbergCRD 3033297 · South Jordan, UT
  IA RegisteredBroker
• Robert Anthony SantorielloCRD 1914923 · Folsom, CA
  IA RegisteredBroker
• Lee Allen ScharenbergCRD 1200136 · Coeur D'alene, ID
  IA RegisteredBroker
• Dennis Joseph SchillingCRD 2254682 · Export, PA
  IA RegisteredBroker
• Bradley Jay SchlangCRD 2755909 · Mayfield Hts, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Alan Joel SchmidtCRD 5072826 · Surprise, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ralph John SchroederCRD 1282281 · The Woodlands, TX
  IA RegisteredBroker
• Rodney Gray SegravesCRD 4667072 · Greensboro, NC
  IA RegisteredRegistration inactive
• Andre C SelfaCRD 6060137 · Walla Walla, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Neal Garrett ShieldsCRD 6190340 · Southlake, TX
  IA RegisteredBroker
• Brett David ShofnerCRD 2723338 · Delray Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Lonnie Gene SimpsonCRD 4195982 · Auburn, AL
  IA RegisteredBroker
• Neal Aaron SlafskyCRD 1448417 · Plantation, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephanie C Slappendel-ModeanCRD 6236299 · Windsor, CT
  IA RegisteredBroker
• Gwendolyn SlaterCRD 3168141 · Daytona Beach Shores, FL
  IA RegisteredBroker
• Peter Joseph SmegielskiCRD 5825198 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Barry SmithCRD 6329268 · Pocatello, ID
  IA RegisteredBroker
• Linda Susan StantonCRD 5528151 · Torrance, CA
  IA RegisteredBroker
  Disclosure event(s) on record

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.