Hurricane, WV Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,856

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

104 Brent Way

Hurricane WV 25526

Advisors at this office

5

Advisors at this office

user avatar

Brandon M

Series 63, Series 65

Hurricane, WV

OSAIC

Brandon Miller is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for six years and served the City of Charleston for over two decades. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party solutions to construct portfolios across various asset classes.

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

Craig T

Series 63, Series 65

Hurricane, WV

OSAIC

Craig Tuemler is a financial advisor at Osaic with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and PFS Investments Inc. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, supporting a range of investment options and account management styles.

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

David C

Series 63, Series 65

Hurricane, WV

OSAIC

David Collins is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for his entire career prior to joining OSAIC in 2025. Outside of his advisory role, he serves as president of Collins & Associates LLC, an entity used for tax management purposes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios across a wide variety of investment types.

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

Zachary S

Series 63, Series 65

Hurricane, WV

OSAIC

Zachary Sallade is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services for seven years and has been involved with Putnam County Schools for over a decade. Outside of advising, he mentors a student interested in pursuing a career as a financial advisor at Teays Valley Christian School. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to various third-party managed account solutions, employing asset-allocation tools and risk assessment to construct diversified portfolios.

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

Arville C

Series 63, Series 65

Hurricane, WV

OSAIC

Arville Cline is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for 12 years. He also owns Cline Business Services, a proprietorship offering full accounting and tax services as well as property and casualty insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on diversified portfolios and access to third-party managers.

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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