Yorktown, IN W. Sr 32 Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,856

Across 3,559 offices

Clients per advisor

72 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

10101 W. Sr 32

Yorktown IN 47396

Advisors at this office

5

Advisors at this office

user avatar

Brandt K

Series 66

Yorktown, IN

OSAIC

Brandt Karnes is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Tyler Wealth Management and Dennis Wenger & Abrell. In addition to his advisory role, Karnes serves as a Notary Public and is involved in the sales and marketing of fixed annuities and insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance analysis, and access to third-party money managers.

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

Robert T

CFP®, Series 63, Series 66

Yorktown, IN

OSAIC

Robert Tyler Jr. is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates Tyler Wealth Management, his own wealth management firm. Tyler is a member of the Finance Department Advisory Board at Ball State University and serves on the Investment Committee for The Community Foundation of Muncie and Delaware County, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employs firm-provided asset allocation tools, and supports a wide range of investment options and third-party management platforms.

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

Christopher B

Series 66

Yorktown, IN

OSAIC

Christopher Bunch is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. In addition to his advisory role, he operates Tyler Wealth Management, a sole proprietorship involved in the sales and marketing of securities, investment advisory, and insurance products. OSAIC serves retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diversified portfolios across various investment vehicles.

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

Reid L

Series 66

Yorktown, IN

OSAIC

Reid Long is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. His background includes roles at Tyler Wealth Management, Taylor University, and Long Construction, Inc. OSAIC 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 investment advisory services, financial planning, and retirement plan consulting among other solutions, utilizing advanced asset-allocation tools and third-party management options.

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

Jillian C

Series 66

Yorktown, IN

OSAIC

Jillian Culy is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Tyler Wealth Management, Charles Schwab, and Valeo Financial Advisors. Outside of her advisory work, she has served as a Notary Public. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple advisory platforms, offering integrated brokerage and investment advisory services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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