Anthony William Hosfeld
Investment adviser representative at Osaic Advisory Services, LLC
15 yearsExperience
13 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
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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
15 years in the industry.
- Osaic Advisory Services, LLCNov 2019 to now
- Triad Hybrid SolutionsNov 2019 to now
- Advocacy Wealth ManagementJul 2011 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 13 states (CA, CO, FL, GA, KS, MI, NM, OH, OK, SC, UT, WA, WV).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 2834666
- Firm CRD
- 171070