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David Paul Launder

Investment adviser representative at Osaic Wealth, Inc.
37 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

37 years in the industry.

  1. Osaic Wealth, Inc.Jan 2024 to now
  2. Dl Financial Services, LLCJul 2020 to now
  3. Woodbury Financial Services, Inc.Dec 2005 to Jan 2024
  4. Baker & Launder Financial Services LLCJan 2002 to Jun 2020
  5. Baker & Launder S.C.Jan 1989 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 3 states (FL, TX, WI).

Osaic Wealth, Inc.

$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2239910
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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