Blake Gaulden
Investment adviser representative at Osaic Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$15.5BFirm 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
18 years in the industry.
- Osaic Advisory Services, LLCSep 2025 to now
- Gaulden & Associates Wealth ManagementJun 2025 to now
- LPL Financial LLCAug 2024 to May 2025
- Lincoln Financial Advisors CorporationJul 2021 to Aug 2024
- Arbor Point AdvisorsNov 2020 to Jul 2021
- Securities America, Inc.Nov 2020 to Jul 2021
- Ameriprise Financial Services, Inc.Dec 2008 to Nov 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4995384
- Firm CRD
- 171070