Contact Us

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

See OsaicWealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.  

*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

OsaicWealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.CRN-6917018-081624

Rod Acord, CA Insurance License #0B67575, Martin Fong, CA Insurance License #0B861139, Nancy Pyzel, CA Insurance License #0E71106, Collin Finegan, CA Insurance License #0N10919, Michael Fragoso, CA Insurance License #4202559, Jordan Murray, CA Insurance License #0H08740, Taressa Soto, CA Insurance License #4095723, Gibran Le, CA Insurance License #0M40189, Debbie Charpentier, CA Insurance License #0763281, Louis Romero III, CA Insurance License #0G57230, Sarah Heegaard Rush, CA Insurance License #0F01023 

This communication is strictly intended for individuals residing in the states of CA, AZ, AK, CO, DC, FL, GA, HI, ID, IN, KY, LA, MA, MD, MI, MN, MO, NB, NV, NM, NC,NJ, NY, OH, OK, OR, PA, TX, UT, VA, WA,WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.