Wichita, KS N Collective Lane Office
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OSAIC
Institution
Firm-wide stats for OSAIC
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
Based on OSAIC
Location
2103 N Collective Lane
Wichita KS 67206
Advisors at this office
3
Advisors at this office
Donald B
CFP®, Series 63, Series 65
Wichita, KS
OSAIC
Donald Baxter is a CFP® professional with 49 years of industry experience. He currently works at OSAIC and has held prior positions at SagePoint Financial, Inc. and SII Investments, Inc. He is president of Baxter & Associates, Inc. and has served as past president and board member of the Air Capital Cosmopolitan Club International of Wichita. Baxter is also a member of the East Y’s Mens Group, which organizes fundraisers benefiting local YMCA chapters. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with a platform built on multiple mergers and private-equity ownership.
Justin B
Series 66
Wichita, KS
OSAIC
Justin Baxter is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. and SII Investments, Inc. He is a part owner of Baxter & Associates, Inc., where he contributes to marketing, client events, and staffing, and he also sells Medicare Advantage and other insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types.
Scott B
Series 63, Series 65, Series 66
Wichita, KS
OSAIC
Scott Brown is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior firms include Sagepoint Financial, Inc. and SII Investments, Inc., and he also serves as team manager at Baxter & Associates. Brown has a notary role where he notarizes documents for clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party models to construct diversified portfolios.
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