Toledo, OH 2750 Centennial Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,563 offices

Location

2750 Centennial Road

Toledo OH 43617

Advisors at this office

2

Advisors at this office

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Michael S

ChFC®, Series 63, Series 66

Toledo, OH

OSAIC

Michael Sordyl is a financial advisor with Osaic Wealth, Inc. in Toledo, OH, holding the ChFC® designation and Series 63 and 66 licenses, with 20 years of industry experience. He previously worked at John Hancock/Signator Investors, Inc. for 12 years before joining Osaic in 2018. Outside of advisory work, he serves on the Toledo Opera Endowment Committee, where he reviews monthly investment statements for the endowment. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools and various investment strategies across multiple asset classes, supporting both discretionary and non-discretionary account management and providing access to third-party money managers and managed-account 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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Rajesh L

CFP®, Series 63, Series 66

Toledo, OH

OSAIC

Rajesh Laungani is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at OSAIC since 2018. Prior to joining OSAIC, he worked for Signator Investors, Inc. for 12 years. He is also president of Platinum Wealth Solutions of Ohio, an LLC offering financial services and insurance products. Additionally, Laungani serves as a board member of the Hindu Temple of Toledo. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, unified managed accounts, and access to third-party money managers through a variety of platforms and proprietary tools.

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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