Fraser, CO 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
511 Zerex Street
Fraser CO 80442
Advisors at this office
3
Advisors at this office
Conner H
Series 63, Series 65
Fraser, CO
Osaic Advisory Services, LLC
Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic, Hartman worked at American Portfolios Financial Services and Nuveen Asset Management. Outside of finance, he has experience working with TaskRabbit and has a background that includes roles at The Vanguard Group and Catawba College. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms for portfolio management.
Joseph R
Series 63, Series 66
Fraser, CO
Osaic Advisory Services, LLC
Joseph Rooyakkers is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes 17 years at American Portfolios and ongoing work with Wealth Management Services since 2006. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary guidance and third-party platforms.
Ryan W
Series 66
Fraser, CO
Osaic Advisory Services, LLC
Ryan Weier is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience and has been with Osaic since 2024. Outside of advisory work, he serves as a board member for the Winter Park Ranch Water Department and holds guest services and hospitality roles at Winter Park Resort. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, with portfolios managed using proprietary guidance and third-party platforms.
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