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Gary G
Series 63
Tiffin, OH
OSAIC
Gary Gruss is a financial advisor with OSAIC based in Tiffin, Ohio. He holds a Series 63 designation and has 27 years of industry experience, including 17 years with American Portfolios Financial Services Inc and over three decades at CF Professional, Inc, where he also serves as president. Outside of advising, he is a partner in Beks, Ltd. LLC, and a member of the Seneca Restaurant Group, where he engages in financial statement review. OSAIC serves a diverse clientele ranging from individuals to institutions, providing integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction that incorporates a wide array of investment types and third-party managed solutions.
Brian G
Series 66
Tiffin, OH
OSAIC
Brian Gruss is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at CF Professional, Inc., United Producers, Inc., and 21st Century Financial. Outside of advising, he is involved in tax preparation and accounting through CF Professional, Inc. and holds a partnership role at BEKS, Ltd. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment products and tools, supporting both discretionary and non-discretionary account management.
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