Virginia Beach, VA One Columbus Center Office

Team
Updated today
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OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,828

Across 3,557 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

One Columbus Center, Suite 800

Virginia Beach VA 23462

Advisors at this office

11

Advisors at this office

user avatar

Nicholas P

Series 66

Virginia Beach, VA

OSAIC

Nicholas Parr is a financial advisor at OSAIC with seven years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors from 2018 to 2025. Outside of his advisory role, he is involved in managing several family-run and partnership real estate ventures. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a wide range of integrated brokerage, investment advisory, and financial planning services, employing tools such as asset-allocation models, risk tolerance assessments, and automated rebalancing to construct portfolios across various 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

Sharon R

Series 66, Series 65

Virginia Beach, VA

OSAIC

Sharon Ryan is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. In addition to her advisory role, she is licensed as an insurance agent offering fixed insurance products such as annuities, disability, health, long-term care, and traditional life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary management with access to multiple third-party platforms.

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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Donald H

CFP®, Series 63, Series 65

Virginia Beach, VA

OSAIC

Donald Hannahs is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC in Virginia Beach, VA since 2025. His prior experience includes roles at Lincoln Financial Advisors Corporation, LPL Financial, and Wealth Enhancement Advisory Services, among others. Outside of his advisory role, he teaches adult education courses at the Virginia Beach Public School Adult Learning Center. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and investment advisory services such as financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes on discretionary or non-discretionary terms.

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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Jonathan M

CFP®, Series 63, Series 65

Virginia Beach, VA

OSAIC

Jonathan Muhlendorf is a CFP® professional at OSAIC with 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 23 years before joining OSAIC in 2025. In addition to his advisory role, he holds licenses as an insurance agent offering accident and health, traditional life, disability, life settlement, and long-term care insurance, and assists clients with life settlements of fixed life policies. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various 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

Parker H

Series 66

Virginia Beach, VA

OSAIC

Parker Hannahs is a financial advisor with Osaic Wealth, Inc. based in Virginia Beach, VA. He holds the Series 66 designation and has six years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Group and served in a role with the Virginia Alcoholic Beverage Control Authority. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a network of affiliated advisors, employing asset-allocation tools and third-party platforms to construct portfolios that include a broad range of investment products.

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

David C

Series 63

Virginia Beach, VA

OSAIC

David Cooper is a financial advisor with Osaic Wealth, Inc. based in Virginia Beach, VA, holding a Series 63 designation and 39 years of industry experience. Prior to joining Osaic in 2025, he spent 42 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, Cooper is an agent with Heritage Financial Consultants, LLC, where he is involved in the sales and servicing of various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a mix of investment vehicles to construct portfolios managed on discretionary or non-discretionary bases.

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

Ryan M

CFP®, Series 66

Virginia Beach, VA

OSAIC

Ryan Martin is a CFP® professional with 15 years of industry experience. He has worked at OSAIC since 2025 and previously spent 13 years with Lincoln Financial Advisors. Martin is a part owner of MPS Holdings LLC, a real estate investment entity, where he participates in decision-making but has no daily management responsibilities. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers integrated investment and financial planning services with 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
user avatar

Gary S

CFP®, Series 63, Series 65

Virginia Beach, VA

OSAIC

Gary Shepherd is a CFP® professional with 47 years of industry experience, currently serving at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corp for 24 years. In addition to his advisory role, he is an insurance agent offering traditional life insurance, fixed annuities, and long-term care insurance through Shepherd Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of tools and third-party platforms to construct and manage portfolios.

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

Robert C

Series 63, Series 65

Virginia Beach, VA

OSAIC

Robert Corcoran is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors from 2002 to 2025. In addition to his advisory role, he is also an insurance agent, focusing on the sale and service of fixed annuities, health, life, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios across multiple investment types, serving individual investors, corporations, pension plans, and charitable organizations.

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

Andre D

Series 63, Series 66

Virginia Beach, VA

OSAIC

Andre Dawkins is a financial advisor with OSAIC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked at several firms including Lincoln Financial Advisors Corporation and METLIFE Securities Inc. Outside of his advisory role, he coaches a middle school basketball team. OSAIC 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 portfolio construction tools and offers access to third-party money managers and wrap programs.

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

Thomas M

CFP®, Series 63

Virginia Beach, VA

OSAIC

Thomas Mayo is a CFP® with 49 years of industry experience. He is currently with OSAIC and has spent over 45 years at Lincon Financial Advisors Corp. In addition to his advisory role, he is also an insurance agent offering accident and health insurance, group benefits, disability insurance, fixed and equity-indexed annuities, life settlements, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios incorporating a wide range of investment products, managed on discretionary or non-discretionary bases.

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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