Osage Beach, MO Office

Team
Updated today
Ausdal Financial Partners, Inc. logo

Ausdal Financial Partners, Inc.

Multi-team

Firm-wide stats for Ausdal Financial Partners, Inc.

Total advisors

185

Across 96 offices

Clients per advisor

89 High

Avg AUM per client

$220,873 Very Low

HNW client ratio

24% Typical

About

Ausdal Financial Partners serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities, overseeing roughly $3.73 billion for more than 16,000 clients through a large network of investment advisor representatives. The firm offers a broad set of services — advisor‑managed accounts (AMP), separately managed accounts (SMA), unified managed accounts (UMA), access to third‑party managers and TAMPs, retirement‑plan advisory, and financial planning — and also facilitates purchases of brokerage and insurance products.

Investment strategies are developed at the IAR level and tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon, with accounts managed on either a discretionary or non‑discretionary basis and available in wrap and non‑wrap formats. AFP uses multiple custodians (including Pershing, Charles Schwab & Co., and Axos), permits reasonable client‑imposed investment restrictions, and routinely integrates third‑party money managers and model portfolios into client solutions.

AFP’s brochure highlights several features that distinguish it from many multi‑team advisers: it remains dually registered as both a Securities and Exchange Commission‑registered investment adviser and a FINRA‑member broker‑dealer and continues to effect commissionable securities and insurance transactions, with Pershing serving as its clearing broker. The firm discloses revenue‑sharing and cash‑sweep arrangements (e.g., FundVest participation), brokerage‑related fees, and recruiting/transition support for IARs — including forgivable and no‑interest loans — all of which the firm identifies as potential conflicts of interest in its Form ADV disclosures.

Based on Ausdal Financial Partners, Inc.

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Based on Ausdal Financial Partners, Inc.

Occupation focus

Founder/Business Owner Retired

Based on Ausdal Financial Partners, Inc.

Location

5886 Osage Beach Parkway, Suite C

Osage Beach MO 65065

Advisors at this office

4

Advisors at this office

user avatar

Reece W

Series 65

Osage Beach, MO

Ausdal Financial Partners, Inc.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Adam M

Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Derrick B

CFP®, Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Mark H

Series 63, Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Mark House is a financial advisor at Ausdal Financial Partners, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and Smith Moore & Co. Outside of his advisory work, he has an ownership interest in an LLC involved in a farm-to-table food truck business operated by his son. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory and brokerage services, with investment strategies developed at the advisor level and tailored to client-specific objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
View complete list of advisors at this office
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