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Vernon B
ChFC®, Series 63, Series 65
Farmington, CT
OSAIC
Vernon Baker is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mr. Baker has worked with Allianz Life and Bach Investments Plus since 1993 and 2002, respectively. He serves on the board of the Friendship Service Center, a nonprofit organization, where he is involved in organizational management and investment policy review. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, using proprietary tools and third-party platforms to construct portfolios that include a wide range of asset classes.
Robert B
ChFC®, Series 66
Farmington, CT
OSAIC
Robert Bishop is a ChFC® credentialed financial advisor with 13 years of industry experience. He is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance, Securities Service Network, Financial Vision, New England Capital Planners, and LPL Financial. He also serves as a wealth advisor at BACH WEALTH MANAGEMENT, LLC, providing wealth management and advice to clients. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a range of asset allocation tools and third-party platforms to manage portfolios that may include various asset classes and investment strategies.
Jeremy B
Series 66
Farmington, CT
OSAIC
Jeremy Buck is a financial advisor at Osaic with a Series 66 designation and three years of industry experience. His professional background includes roles at Stanley Black & Decker, Pratt & Whitney, and Raytheon Technologies Corporation, along with eight years in full-time education. He also provides support to registered representatives at Bach Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.
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