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 6 of 6

• Connie Louise Stein NeffCRD 2256950 · Stuart, FL
  IA RegisteredBroker
• Cynthia Jean Storm FischerCRD 1007582 · Brookfield, WI
  IA RegisteredBroker
• Joseph Benjamin StrikeCRD 4824633 · Colorado Springs, CO
  IA RegisteredBroker
• Kyle Larry SullivanCRD 4822889 · Bend, OR
  IA RegisteredBroker
• Calvin Seaborn SumnerCRD 713266 · Lake Oswego, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Austin Blake ScottCRD 6762180 · East Wenatchee, WA
  IA RegisteredBroker
• Anu SharmaCRD 2925195 · Irvington, NY
  IA RegisteredBroker
• Margaret Frances ShipleyCRD 7571044 · Vienna, VA
  IA RegisteredBroker
• Brady SmithCRD 8193694 · Pocatello, ID
  IA RegisteredBroker
• Connor Matthew SmithCRD 7396705 · Gettysburg, PA
  IA RegisteredBroker
• Natalie Marie ThomasCRD 7120486 · Frankfort, KY
  IA RegisteredBroker
• Ralph Leslie ThrushCRD 3104075 · Lemoyne, PA
  IA RegisteredBroker
• Mark J TicharCRD 4282565 · Mayfield Hts, OH
  IA RegisteredBroker
• Jennifer B ThorneCRD 2916768 · Aurora, OH
  IA RegisteredRegistration inactive
• John David ToddCRD 6519568 · Durham, NC
  IA RegisteredRegistration inactive
• Clayton C TonerCRD 7933468 · Lexington, KY
  IA RegisteredBroker
• Cory Brandon UnderwoodCRD 4793739 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Jerry Joe Van AusdleCRD 6172059 · 828 8th Ave, ID
  IA RegisteredBroker
• Blair Alan Van BurenCRD 4354288 · Westlake Village, CA
  IA RegisteredBroker
• Charles Dominic VercelloneCRD 1310964 · Troy, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Glen WardCRD 4036932 · Centennial, CO
  IA RegisteredBroker
• Daniel John WarnkeCRD 2122454 · Wichita, KS
  IA RegisteredBroker
• Shawn Mathew WarrenCRD 2958818 · Flower Mound, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Curren Scott WebbCRD 4740872 · Omaha, NE
  IA RegisteredBroker
• William Dana WebbCRD 2277236 · Omaha, NE
  IA RegisteredBroker
• Dean Dirk WeemhoffCRD 2516971 · Mayfield Hts, OH
  IA RegisteredBroker
• Ryan R WeierCRD 5615447 · Fraser, CO
  IA RegisteredBroker
• Kevin WileyCRD 7979046 · Sterling, VA
  IA RegisteredBroker
• Michael Layne WilkersonCRD 3127169 · Frankfort, KY
  IA RegisteredBroker
• Damon Scott WinterCRD 1101389 · Lake Oswego, OR
  IA RegisteredBroker
• David Allen WoodCRD 2384874 · Frankfort, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin John WoodchekeCRD 6582853 · Plantation, FL
  IA RegisteredBroker
• Mark Edward WrenCRD 2819667 · Parker, CO
  IA RegisteredBroker
• Bradley Dean WeemhoffCRD 6962250 · Mayfield Hts, OH
  IA RegisteredBroker
• Kevin Phillip WomackCRD 7707163 · Duncan, OK
  IA RegisteredBroker
• Preston YostCRD 7378986 · Pocatello,, ID
  IA RegisteredBroker
• Trent Arthur YostCRD 3070236 · Pocatello, ID
  IA RegisteredBroker
• Alexis Ann ZuccaroCRD 6447853 · Bloomfield Hills, MI
  IA RegisteredBroker
• Kelly ZittingCRD 4238482 · Draper, UT
  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.