Indianapolis, IN 8365 Keystone Crossing Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,832 advisors across 3,563 offices

Location

8365 Keystone Crossing, Suite 200

Indianapolis IN 46240

Advisors at this office

4

Advisors at this office

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Bryon F

Series 63, Series 65

Indianapolis, IN

OSAIC

Bryon Foley is a financial advisor with OSAIC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Foley is the founder of BOOMERS & BEYOND, a business networking organization that hosts monthly events for local professionals. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diverse portfolios 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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Zachary S

Series 66

Indianapolis, IN

OSAIC

Zachary Scott is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Sii. Outside of his advisory role, he serves as a client relationship manager for Signature Financial Group LLC and is authorized to conduct business involving the sales and marketing of securities and insurance products through Foresight Financial Management, LLC. 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, financial planning, and access to various managed account solutions, employing a range of portfolio construction tools and third-party platforms.

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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Philip K

CFP®, Series 63, Series 65

Indianapolis, IN

OSAIC

Philip Kostaroff is a CFP® professional with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at John Hancock. He is also involved with his own financial management and planning businesses in Indianapolis. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services and utilizes advanced portfolio construction tools and multiple third-party platforms.

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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Jeffrey R

Series 63, Series 65

Indianapolis, IN

OSAIC

Jeffrey Ritter is a financial advisor at OSAIC based in Indianapolis, IN, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Ritter operates Foresight Financial Management, LLC, where he conducts investment and insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and multiple advisory platforms to construct customized portfolios for clients.

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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