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Osaic nabs veteran Wells Fargo group in Michigan with $600 million

Published: September 8, 2023

Osaic Group said it nabbed a group of advisors formerly with Wells Fargo FiNet that manages $600 million in client assets.

Source: investmentnews.com

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Judd AllenClay FranklinChristopher DewolfeJason FranklinMark IvanovicSpencer SchmaleWells Fargo Advisors Financial NetworkMosaic IncInvestment Consulting GroupAdvisor GroupReverence Capital

Investment Consulting Group Leaves Wells Fargo for Independence with Osaic

Published: September 7, 2023

/PRNewswire/ -- Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions, announced that Investment Consulting Group is the...

Source: prnewswire.com

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United StatesJason FranklinMark IvanovicChristopher DewolfeGreg CornickJudd AllenKristen KimmellJoseph KuoDonald CutlerSpencer SchmaleClay FranklinTriad Hybrid SolutionsHaven Tower GroupAmerican Portfolios Financial Services IncSecurities America Advisors IncWells Fargo Advisors Financial NetworkSecurities CorporationMosaic IncWoodbury Financial Services IncOsaic Wealth IncWealth Management CorpLadenburg Thalmann CoLadenburg Thalmann Asset Management IncTriad AdvisorsInfinex Investments Inc