Ozark, MO Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,562 offices

Location

5523 N Farmer Branch Rd.

Ozark MO 65721

Advisors at this office

2

Advisors at this office

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Gary F

Series 63, Series 65

Ozark, MO

OSAIC

Gary Franklin is a financial advisor with Osaic Wealth, Inc. in Ozark, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Wealthcare Asset Management, S.F. Investments Group, United Poly Systems, and Hawthorn Bank. Franklin also owns a sole proprietorship specializing in fixed index annuities and life insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to support both discretionary and non-discretionary portfolio management.

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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Eric G

Series 66

Ozark, MO

OSAIC

Eric Gaisford is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Questar Asset Management. Outside of his advisory role, Gaisford serves as Chairman of the Board for the nonprofit Dogwood Ranch. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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