Tressa R Wood
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 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
10 years in the industry.
- Osaic Wealth, Inc.Aug 2025 to now
- Virtus Wealth SolutionsJul 2020 to now
- Commonwealth Financial NetworkJul 2020 to Jul 2025
- MassmutualJan 2019 to Jul 2020
- MML Investors ServicesJan 2019 to Jul 2020
- First Command Advisory Services, Inc.Jun 2017 to Jan 2019
- First Command Financial Planning, Inc.Jun 2017 to Jan 2019
- First Command Insurance Services, Inc.Jun 2017 to Jan 2019
- Ameriprise Financial Services, Inc.Sep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
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
- 6231691
- Firm CRD
- 23131