Wichita, KS E 21st St. N 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

10333 E 21st St. N, Suite 403

Wichita KS 67206

Advisors at this office

5

Advisors at this office

user avatar

Cassidy C

Series 66

Wichita, KS

OSAIC

Cassidy Cheray is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 66 designation and joined OSAIC in 2018 after six years at Jhfn Sii. Outside of her advisory work, she is involved in music education, teaching at Holy Cross Lutheran School and Friends University, and operates Cheray Music Services LLC. Cheray also serves on the boards of Wichita State University Music Associates and Bike Walk Wichita. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage investment portfolios across a wide range of 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

Kyle M

Series 63, Series 65

Wichita, KS

OSAIC

Kyle Mauck is a financial advisor with OSAIC based in Wichita, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at American Century Investment Services, Independent Financial Partners, and IFP Securities. He serves as an instructor for the "Retirement Planning Today" seminar through FMT Solutions and Financial Educators Network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and a range of investment products, supported by multiple advisory platforms and third-party partnerships.

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

Carson C

Series 66

Wichita, KS

OSAIC

Carson Collinsworth is a financial advisor at OSAIC based in Wichita, KS. He holds a Series 66 designation and has recently entered the industry. His prior work experience includes roles at DoorDash, Hatchett Devlin Automotive Group, Vantage Pointe Financial Group, and teaching positions at Wichita State University and Butler Community College. OSAIC serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of financial services utilizing various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

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

Gabriel M

Series 66

Wichita, KS

OSAIC

Gabriel Markley is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, previously spending three years at Sii. Outside of his advisory role, Markley serves on the finance committee of a local church. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various tools and solutions to construct and manage portfolios across a wide range of investment types.

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

Peter A

Series 66

Wichita, KS

OSAIC

Peter Anderson is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Royal Alliance and has operated a lawn maintenance business since 2014. Anderson also serves as an assistant track and field coach, focusing on shot put and discus, in Newton, Kansas. 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. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and 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
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