Grand Junction, CO Office
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OSAIC
Institution
Firm-wide stats for OSAIC
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
Based on OSAIC
Location
124 N 6th St
Grand Junction CO 81501
Advisors at this office
3
Advisors at this office
Steven K
Series 66
Grand Junction, CO
OSAIC
Steven Keeley is a financial advisor at OSAIC with five years of industry experience. His background includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of advisory work, he is involved in property management through his sole proprietorship, Keeley Corp Ltd. OSAIC serves a broad range of retail and institutional clients by offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms to manage portfolios that include a variety of asset classes.
Peter K
Series 63, Series 66
Grand Junction, CO
OSAIC
Peter Kunisch is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Crestone Wealth Advisors, High Point Financial Group, Eagle Strategies, and New York Life. Kunisch is a member of multiple LLCs involved in office management and business operations. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across a range of asset classes for discretionary and non-discretionary accounts.
Bradley F
Series 65, Series 63
Grand Junction, CO
OSAIC
Bradley Feldhaus is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at New York Life, Eagle Strategies, High Point Financial Group, and Crestone Wealth Advisors. He serves on the board of HopeWest, a nonprofit organization involved in governance and fundraising. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.
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