Carmel, IN 11611 N. Meridian Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
3
Of 7,832 advisors across 3,562 offices
Location
11611 N. Meridian Street, Suite 300
Carmel IN 46032
Advisors at this office
3
Advisors at this office
Aaron S
Series 63, Series 66
Carmel, IN
OSAIC
Aaron Smith is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior employment includes roles at Charles Schwab and Co., TD Ameritrade, Scottrade, and Prudential Insurance. He is also involved in supporting advisors and insurance activities through MARKET SHARE, INC. and MSF ADVISORS. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of affiliated advisers. The firm integrates brokerage and advisory services with financial planning and managed account solutions, employing analytical tools and third-party platforms to construct portfolios across multiple asset classes.
Michael H
CFP®, Series 63, Series 66
Carmel, IN
OSAIC
Michael Hutto is a CFP® with 28 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Royal Alliance and Lincoln Financial Securities Corporation. In addition to his advisory work, he volunteers with the Boy Scouts of America as a troop committee member and assistant scoutmaster. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services and employs a variety of investment strategies and platforms to meet client needs.
Corey N
CFP®, Series 66
Carmel, IN
OSAIC
Corey Norman is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also involved in sales and marketing of fixed annuities and non-variable insurance through his role at Market Share Inc. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options, utilizing various asset-allocation tools and third-party service platforms.
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