Bend, OR 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 investment adviser that serves a wide range of clients, including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers investment management, financial planning, retirement plan consulting, third‑party manager selection and oversight, and related services such as annuity sub‑account management, donor‑advised fund advisory, and lending solutions.
Advisory services are delivered through multiple program models — including advisor‑managed Counsel and Ally programs (wrap and non‑wrap), the Partner third‑party consulting program, and plan participant retirement offerings — with custody and execution primarily arranged through Schwab and Fidelity. Portfolios are built and monitored by advisory representatives using a mix of proprietary guidance and third‑party platforms and managers (for example, Envestnet and Ladenburg Thalmann Asset Management), and clients may impose reasonable written investment restrictions and receive periodic account reviews.
Distinctive elements disclosed in the firm’s brochure include reported relationships with sovereign wealth funds, expanded access to alternative investments via the CAIS platform (including disclosed platform compensation), and affiliated capabilities through Osaic Wealth, Ladenburg entities, Premier Trust and a CapitalHub lending marketplace. The firm’s complex ownership and platform arrangements — including Reverence Capital Partners’ indirect interests and various revenue‑sharing and referral arrangements — are noted in its disclosures and managed through supervisory procedures and client disclosure.
Based on Osaic Advisory Services, LLC
Location
Bend OR
Advisors at this office
3
Advisors at this office
Jeffery B
CFP®, Series 63
Bend, OR
Osaic Advisory Services, LLC
Jeffery Briggs is a CFP® professional with 33 years of experience in financial advising. He is currently affiliated with Osaic Advisory Services, LLC and has held roles at firms including Arbor Point Advisors, Securities America, Inc., and Cetera Advisors LLC. Outside of advisory work, he teaches trumpet lessons and performs with local symphonies and brass quintets in Bend, OR. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models, combining proprietary and third-party platforms to build and monitor client portfolios.
Kyle S
Series 63, Series 65
Bend, OR
Osaic Advisory Services, LLC
Kyle Sullivan is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and 65 licenses and having 21 years of industry experience. He has held roles at firms including Triad Advisors, Cascade Health Insurance, and Northwestern Insurance Group. Sullivan is also the founder of Tribe Financial Group, where he serves as a financial planner and asset manager. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.
Mary D
ChFC®, Series 66
Bend, OR
Osaic Advisory Services, LLC
Mary Dill Sullivan is a ChFC® credentialed financial advisor with over 21 years of industry experience. She is currently with Osaic Advisory Services, LLC and has held positions at Triad Hybrid Solutions, Tribe Financial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of her advisory roles, she serves as president of Partners In Tribe Inc., handling administrative functions, and operates as an Airbnb host. Osaic Advisory Services, LLC is an SEC-registered investment adviser providing services to individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through various program models that utilize proprietary guidance and third-party platforms.
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