Multi-generational $120M team departs LPL to affiliate via Alpha Omega Wealth Partners, citing cultural fit and high-touch client service model SCOTTSDALE, AZ – AUGUST 5, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth manage
Former LPL North Carolina-based team partners with Osaic OSJ Alpha Omega Wealth Partners to enhance client service and operational support SCOTTSDALE, AZ – AUGUST 5, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management
New relationship brings $127 million from LPL to Osaic’s network, provides Union Bank clients access to expanded financial planning and investment services SCOTTSDALE, AZ – July 30, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers
After 16 years at a legacy firm, Jason Oestreicher launches independent firm backed by Osaic’s tech-forward platform SCOTTSDALE, AZ – July 24, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today annou
Expanded partnership marks major step in Osaic’s plan to offer succession planning solutions to advisors approaching retirement SCOTTSDALE, AZ – July 23, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions,
Daniel Leugers selects Osaic for empowered support, scalability and custom solutions, brings focus on personalized portfolio construction SCOTTSDALE, Ariz. — July 10th, 2025 —Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth managemen
