St. Joseph, MO North Woodbine Road 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
2407 North Woodbine Road
St. Joseph MO 64506
Advisors at this office
4
Advisors at this office
David R
Series 66
St. Joseph, MO
OSAIC
David Richmond is a financial advisor with OSAIC in St. Joseph, Missouri. He holds a Series 66 designation and has 16 years of industry experience, previously working at Sagepoint Financial, Inc. from 2010 to 2023. Richmond serves as a board member for the St. Joseph School District and Mosaic Life Care Foundation, both nonprofit organizations. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing to manage a broad range of investment vehicles.
Rodney K
Series 66
St. Joseph, MO
OSAIC
Rodney Kenagy is a financial advisor at OSAIC in St. Joseph, MO, holding a Series 66 designation with one year of industry experience. Prior to joining OSAIC, he worked at Terumo Medical Corporation and was involved with Impact Zone Golf. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.
W H
CFP®, Series 63, Series 65
St. Joseph, MO
OSAIC
W Hinde is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Hinde serves as a board member of the MWSU Foundation, a 501(c)(3) organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios that can include a broad range of investment products.
Charles H
CFP®, Series 63, Series 66
St. Joseph, MO
OSAIC
Charles Hinde is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation and has previously worked at SagePoint Financial and Fidelity Investments Institutional Services Company. He serves on the board of the Family Guidance Center, a nonprofit organization. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a diverse client base, including individual investors, corporations, and charitable organizations. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.
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