Greenwood, IN Christy Drive Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.
The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.
Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.
Based on OSAIC
Location
545 Christy Drive
Greenwood IN 46143
Advisors at this office
3
Advisors at this office
Kelly F
CFP®, Series 63, Series 65
Greenwood, IN
OSAIC
Kelly Fennelly is a CFP® with 24 years of industry experience, currently advising at OSAIC Wealth, Inc. since 2023. Her prior experience includes roles at Elements Financial Federal Credit Union, LPL Financial, Thrivent Investment Management, and Chase Investment Services Corp. She is a partner in KJ&J Wealth, a team-based advisory practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with discretionary and advisor-managed strategies, supported by various tools for asset allocation, portfolio optimization, and alternative investments.
John Francis E
CFP®, Series 66
Greenwood, IN
OSAIC
John Francis Evans is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with OSAIC Wealth, Inc and previously worked at LPL Financial and Elements Financial Credit Union. Evans served in the United States Navy for seven years prior to his financial career. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing both discretionary and advisor-managed strategies.
Jami W
Series 66
Greenwood, IN
OSAIC
Jami Wolsiefer is a financial advisor at OSAIC Wealth Inc with seven years of industry experience and holds a Series 66 designation. Her prior roles include positions at Elements Financial Federal Credit Union, LPL Financial, Bank of America, and Merrill. She is involved in administrative and client service roles at two associated LLCs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.
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