Salisbury, NC Office

Team
Updated today

Client AUM

$4,877,438,185

Clients

15,798

Advisors

2

Of 543 advisors across 352 offices

Location

1525 Jake Alexander Blvd S

Salisbury NC 28146

Advisors at this office

2

Advisors at this office

user avatar

Ian T

Series 66

Salisbury, NC

OSAIC Institutions, INC.

Ian Tannehill is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, First Bank Wealth Management, and Bankers Life. Outside of finance, he serves as head coach for North Davidson Lacrosse with Davidson County Schools. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a network of investment adviser representatives operating within a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Brian M

Series 66

Salisbury, NC

OSAIC Institutions, INC.

Brian Maners is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with OSAIC Institutions, Inc. and has worked at Infinex Investments, Inc. since 2014. Outside of financial advising, he contributes as a sports writer for Davidson Local, a local county news outlet. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")