Garrett Steven Railsback
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
Are you Garrett Steven Railsback? Claim your profile
Contact this firm
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
11 years in the industry.
- Osaic Wealth, Inc.Apr 2026 to now
- Founders Financial Alliance, LLCMar 2024 to Apr 2026
- LPL Financial LLCOct 2021 to Apr 2026
- Independent Advisor Alliance, LLCOct 2021 to Mar 2024
- Edward JonesJun 2019 to Oct 2021
- Woodbridge Financial Advice dba Woodbridge AdvisorsJun 2017 to Oct 2018
- Pierce Group BenefitsApr 2017 to Jun 2019
- Scottrade, Inc.Nov 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6151934
- Firm CRD
- 23131