Casper, WY S Durbin Street Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,854

Across 3,559 offices

Clients per advisor

72 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.

The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.

What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.

Based on OSAIC

Expertise

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

Based on OSAIC

Occupation focus

Founder/Business Owner Executive

Based on OSAIC

Location

643 S Durbin Street

Casper WY 82601

Advisors at this office

5

Advisors at this office

user avatar

Steven M

Series 63

Casper, WY

OSAIC

Steven Moore is a financial advisor with OSAIC in Casper, Wyoming, holding a Series 63 designation and 44 years of industry experience. His prior experience includes 36 years at Linsco/Private Ledger Corp. and one year at Lincoln Financial Advisors. Moore also works as an insurance agent, offering disability and traditional life insurance along with fixed-indexed and fixed annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through extensive advisory platforms and employs asset-allocation tools and third-party managers to construct tailored portfolios.

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

Katelyn B

Series 66

Casper, WY

OSAIC

Katelyn Broome is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. She previously worked at Lincoln Financial Advisors and held positions at credit unions and in the hospitality and restaurant industries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and complex corporate arrangements.

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

Virginia M

Series 66

Casper, WY

OSAIC

Virginia Moss is a financial advisor at OSAIC with 12 years of industry experience, including 11 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory work, she serves as the board treasurer for the Wyoming Rescue Mission, a local nonprofit organization. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to construct portfolios that may include a variety of investment vehicles managed on either a discretionary or non-discretionary basis.

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

Amanda B

Series 66

Casper, WY

OSAIC

Amanda Branon is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 15 years. Outside of advising, she owns and manages KELD LLC, an entity formed to handle her business expenses and operations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios, using proprietary asset-allocation tools and third-party solutions.

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

Kathy S

Series 63

Casper, WY

OSAIC

Kathy Sasser is a financial advisor with Osaic, holding a Series 63 designation and 42 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 23 years before joining Osaic in 2025. Outside of her advisory role, she owns an LLC that manages a building leased by a wealth management firm in Casper, Wyoming. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed account services using firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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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