Sunset Hills, MO Sunset Office Drive Office

Team
Updated today
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OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 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

10733 Sunset Office Drive, Suite 259 A

Sunset Hills MO 63127

Advisors at this office

5

Advisors at this office

user avatar

Jason S

CFP®, Series 66

Sunset Hills, MO

OSAIC

Jason Sturm is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Butler Associates Financial Planners, Inc., DuPont, DowDupont, Dow Chemical, and FSC Securities Corp. Outside of his advisory work, he is a manager of WINSOR WEST LLC, a family-owned farmland investment in Michigan. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions. The firm combines brokerage, advisory, and financial planning services with various investment platforms, employing asset-allocation tools and risk-tolerance analysis to manage portfolios across multiple 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

Amy S

Series 63, Series 65

Sunset Hills, MO

OSAIC

Amy Sherrer is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at FSC Securities Corporation and Butler Associates Financial Planners, Inc. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses firm-provided tools and third-party platforms to construct diversified portfolios that can include various asset types and management options.

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

Jonathan S

CFP®, Series 66

Sunset Hills, MO

OSAIC

Jonathan Shore is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with OSAIC, where he has worked since 2021, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Shore is also involved in managing a separate investment advisory and insurance business through Shore Group Advisors LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm provides integrated financial services utilizing proprietary asset allocation tools and third-party platforms, offering a wide range of investment products and portfolio management options.

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

Thomas T

Series 63, Series 65, Series 66

Sunset Hills, MO

OSAIC

Thomas Tanurchis is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has worked at OSAIC since 2023 and previously spent 22 years at Fsc Securities Corporation. Tanurchis is also involved with Butler Associates Financial Planners, Inc., a firm he has been associated with for 27 years. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

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

Justin K

CFP®, Series 66

Sunset Hills, MO

OSAIC

Justin Koch is a CFP® certificant with five years of industry experience, currently affiliated with OSAIC. He has previous experience at Fsc and Butler Associates Financial Planners, Inc. Outside of his advisory role, he holds a registered assistant position with Shore Group Advisors LLC, supporting client service and trade execution functions. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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