Gettysburg, PA Office

Team
Updated today
Osaic Advisory Services, LLC logo

Osaic Advisory Services, LLC

Enterprise

Firm-wide stats for Osaic Advisory Services, LLC

Total advisors

331

Across 158 offices

Clients per advisor

89 High

Avg AUM per client

$508,486 Typical

HNW client ratio

13% Typical

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

Expertise

Annuities

Based on Osaic Advisory Services, LLC

Location

37 South 5th Street

Gettysburg PA 17325

Advisors at this office

5

Advisors at this office

user avatar

Garrett R

Series 63, Series 65

Gettysburg, PA

Osaic Advisory Services, LLC

Garrett Rohrbaugh is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Osaic Wealth, Triad Advisors, and Wealthcare Advisory Partners. Outside of his advisory role, Garrett serves as a board member of the Rotary Club of Gettysburg and as secretary for the Thurmont Historical Society, where he assists with communications and event promotion. Osaic Advisory Services is an SEC-registered enterprise firm serving a broad client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a diverse range of investment programs and financial planning services, utilizing both fundamental and technical strategies across discretionary and non-discretionary accounts.

Annuities
user avatar

Connor S

CFP®, Series 66

Gettysburg, PA

Osaic Advisory Services, LLC

Connor Smith is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He previously worked at Kampstra Wealth Management and Triad Advisors, among other roles. He is also a shareholder and financial advisor at Kampstra Enterprises, where he participates in business management and oversight. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a mix of fundamental and technical analysis, tactical trading, direct indexing, and structured products, offering a range of investment solutions through both discretionary and non-discretionary account management.

Annuities
user avatar

Kelly K

CFP®, Series 66

Gettysburg, PA

Osaic Advisory Services, LLC

Kelly Kampstra is a CFP® professional with 14 years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Triad Hybrid Solutions, Triad Advisors, Geneos Wealth Management Inc, and Ferrara Kampstra. Kampstra serves as treasurer for the Adams County Library System, a local nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments through an integrated platform model.

Annuities
user avatar

Charlene B

Series 66

Gettysburg, PA

Osaic Advisory Services, LLC

Charlene Bridger is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions and Epic Wealth Management, LLC. Bridger also serves as a consultant for Gray Pilgrim & Associates, an accounting and business consulting firm. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical strategies, and operates within an integrated platform ecosystem that supports access to alternative investments and institutional client solutions.

Annuities
user avatar

James K

CFP®, Series 66

Gettysburg, PA

Osaic Advisory Services, LLC

James Kampstra is a CFP® professional with 17 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Advisors and Geneos Wealth Management, Inc. Kampstra serves as a board member for Totem Pole Playhouse, a nonprofit summer theatre, and is involved with the Adams County Community Foundation in a board role. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs and investment strategies, combining fundamental and technical analysis with access to alternative investments through integrated platform relationships.

Annuities
View complete list of advisors at this office
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