Tiffin, OH N State Route 101 Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,557 offices

Location

132 N State Route 101

Tiffin OH 44883

Advisors at this office

2

Advisors at this office

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Gary G

Series 63

Tiffin, OH

OSAIC

Gary Gruss is a financial advisor with OSAIC based in Tiffin, Ohio. He holds a Series 63 designation and has 27 years of industry experience, including 17 years with American Portfolios Financial Services Inc and over three decades at CF Professional, Inc, where he also serves as president. Outside of advising, he is a partner in Beks, Ltd. LLC, and a member of the Seneca Restaurant Group, where he engages in financial statement review. OSAIC serves a diverse clientele ranging from individuals to institutions, providing integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction that incorporates a wide array of investment types and third-party managed solutions.

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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Brian G

Series 66

Tiffin, OH

OSAIC

Brian Gruss is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at CF Professional, Inc., United Producers, Inc., and 21st Century Financial. Outside of advising, he is involved in tax preparation and accounting through CF Professional, Inc. and holds a partnership role at BEKS, Ltd. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment products and tools, supporting both discretionary and non-discretionary account 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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