Wichita, KS East 32nd Street North Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,828

Across 3,556 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

8111 East 32nd Street North, Suite 106

Wichita KS 67226

Advisors at this office

11

Advisors at this office

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Jarrod J

Series 66

Wichita, KS

OSAIC

Jarrod Janzing is a financial advisor at OSAIC with 12 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Janzing is involved in several private wealth management activities through his own and affiliated LLCs, and he serves as a director of WestUrban Baseball, a nonprofit youth baseball league. OSAIC serves a diverse range of clients including individual, high-net-worth, institutional, and nonprofit investors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage 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
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Ryan D

Series 66

Wichita, KS

OSAIC

Ryan Dunbar is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for over 15 years. Outside of his advisory role, Dunbar is involved in several business activities including partnerships and directorships in insurance and advisory firms, as well as serving as a marketing manager for Medicare Campus. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party services.

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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Aaron H

Series 66

Wichita, KS

OSAIC

Aaron Hargrave is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with firms including NoxNumis, MML Investors Services LLC, Bluecrest Financial Alliance/Mass Mutual, and Penn Mutual Company. Outside of his advisory role, he serves as a teaching pastor at Destiny Christian Center, where he teaches classes on the Bible and Christian growth. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes a variety of asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment vehicles.

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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Tayton R

Series 66

Wichita, KS

OSAIC

Tayton Rico is a financial advisor at Osaic Wealth with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he held positions at NoxNumis, East Central University, Butler Community College, Campus High School, and Haysville Middle School. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using tools like 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
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Brock T

Series 66

Wichita, KS

OSAIC

Brock Toothaker is a financial advisor at OSAIC based in Wichita, KS, holding a Series 66 designation. He has less than one year of industry experience and has prior work history in education, including roles at Wichita State University, Fort Hays State University, Butler Community College, and Clearwater High School. OSAIC serves a diverse client base that includes individual investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and automated rebalancing to manage portfolios.

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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Shane P

Series 66

Wichita, KS

OSAIC

Shane Pfingsten is a financial advisor at Osaic Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. In addition to his advisory role, Pfingsten provides general education on retirement-related topics through a marketing business. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms with a portfolio construction process that includes asset allocation tools, risk assessments, and automated rebalancing.

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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Christina W

Series 63, Series 66

Wichita, KS

OSAIC

Christina Wilson is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes roles at New York Life insurance company, NyLife Securities, LLC, Paulseen Financial, and Eagle Strategies. Outside of advising, she volunteers as a notary public and works part-time in retail at Cabelas. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services using a variety of investment tools and platforms, including model portfolios and third-party managed accounts.

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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Avery G

Series 66

Wichita, KS

OSAIC

Avery Gabel is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, Gabel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent LLC. Outside of his advisory role, he owns and manages several small businesses related to financial and retirement planning, as well as community education on Medicare and retirement topics. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools 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
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John T

Series 66

Wichita, KS

OSAIC

John Toothaker is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Osaic and has previous experience at Penn Mutual Life Insurance and Hornor Townsend & Kent Inc. He serves as board chairman of Untamed Athletes, a nonprofit organization focused on youth in the Wichita area. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, using asset allocation tools and automated rebalancing to construct diversified portfolios.

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

Brett B

Series 63, Series 65

Wichita, KS

OSAIC

Brett Blackwood is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Blackwood has owned or managed several related business entities focused on retirement planning, insurance sales, and wealth management services. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage, advisory, and financial planning services utilizing proprietary tools and third-party platforms to construct and manage portfolios that may include various asset classes and investment vehicles.

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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Sean S

Series 63, Series 65

Wichita, KS

OSAIC

Sean Smith is a financial advisor at Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is involved in several private wealth management and financial services ventures focused on retirement planning, insurance products, and financial education. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing across portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

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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