Fort Worth, TX S. University Dr. Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,562 offices

Location

3403 S. University Dr.

Fort Worth TX 76109

Advisors at this office

3

Advisors at this office

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John O

Series 66

Fort Worth, TX

OSAIC

John Orear Jr. is a financial advisor with OSAIC in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in family investment partnerships, assisting with investment direction and financial management. He is also involved as an interest owner and employee in a family limited partnership focused on investment management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of advisers and multiple platforms. The firm employs a variety of investment tools and third-party solutions to build portfolios across asset classes and supports account management on both discretionary and non-discretionary bases.

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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Edward M

Series 63, Series 65

Fort Worth, TX

OSAIC

Edward Meinen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of advisory services, he operates Meinen Agency Inc., an independent insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a range of investment options to construct portfolios managed on both discretionary and non-discretionary bases.

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

John O

Series 63, Series 66

Fort Worth, TX

OSAIC

John Orear is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial Advisors for 12 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a trustee for several educational trusts for his children and acts as a board member and vice president of a homeowners' association. He is also involved as a manager in a family partnership and has interests in rental properties. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across various investment types, supporting both discretionary and non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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