Ann Arbor, MI Office
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Osaic Advisory Services, LLC
Enterprise
Firm-wide stats for Osaic Advisory Services, LLC
About
Osaic Advisory Services, LLC is an SEC‑registered enterprise adviser that serves a wide range of clients — individuals (including high‑net‑worth), pension and profit‑sharing plans, corporate and charitable entities, retirement plan participants, and, unusually for an enterprise firm, sovereign wealth fund clients. Its offerings include representative‑managed programs (Ally and Counsel), third‑party manager and wrap programs (Partner), retirement plan consulting, financial planning, annuity sub‑account management, and access to alternative investments and donor‑advised funds.
Advisory Representatives may manage accounts on a discretionary or non‑discretionary basis and use a mix of fundamental and technical analysis, tactical trading, direct indexing and structured products; the firm also acts in co‑advisory or promoter roles when selecting third‑party money managers. Custody and execution are provided primarily through Fidelity and Schwab, and the firm relies on platform relationships (notably Envestnet and CAIS) and affiliated managers such as Ladenburg Thalmann Asset Management to deliver and monitor strategies.
Notable features disclosed in the brochure include its position within an affiliated ecosystem (ownership interests tied to Reverence Capital investors and related entities), a digital lending marketplace (Osaic CapitalHub) that generates referral fees, and advisor transition and equity programs that create economic incentives for advisors — all of which the firm identifies and addresses through supervisory controls. The combination of enterprise scale and institutional client access, plus platform integrations for alternative investments and annuity sub‑account management, differentiates its operating model from many peers.
Based on Osaic Advisory Services, LLC
Location
3680 W Liberty Rd
Ann Arbor MI 48103
Advisors at this office
2
Advisors at this office
Aaron J
CFP®, Series 66
Ann Arbor, MI
Osaic Advisory Services, LLC
Aaron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC in Ann Arbor, MI. Prior to joining Osaic in 2024, he spent 18 years at Sigma Financial Corporation. Outside of his advisory role, Jensen is a passive partner in several local business ventures, including restaurants and hospitality establishments in the Ann Arbor area. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a diverse range of investment programs and consulting services, utilizing both fundamental and technical approaches, and maintains relationships with major custodians and platform providers to support its strategies.
Steven M
CFP®, Series 63, Series 65
Ann Arbor, MI
Osaic Advisory Services, LLC
Steven Morse is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His career includes nearly three decades at SIGMA Financial Corporation and his own firm, Steven W Morse Inc, where he provided tax planning, tax preparation, and financial planning services. Outside of advisory work, he is president of Steven Morse & Company, offering tax-related services, and is a licensed agent for life insurance and fixed annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services that utilize fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform partnerships and affiliated asset managers.
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