Allentown, PA Oplinger Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,562 offices

Location

884 Oplinger Road

Allentown PA 18106

Advisors at this office

2

Advisors at this office

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Frank C

Series 63, Series 65

Allentown, PA

OSAIC

Frank Colangelo is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns an insurance agency that sells term insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both brokerage and advisory services supported by an extensive network of advisers and utilizes various tools and third-party platforms to construct and manage diversified investment portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew S

CFP®, Series 63, Series 65

Allentown, PA

OSAIC

Andrew Sollenberger is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2023. Prior to this, he spent 14 years at SagePoint Financial, Inc. He is involved in several business activities, including serving as president of Xcel Financial Group, a sole proprietorship providing tax and insurance services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by various investment platforms and automated portfolio management tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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