Allen Dable
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
11 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsJun 2023 to Jun 2024
- Securities America, Inc.Jun 2023 to Jun 2024
- JP Morgan Chase Bank, N.A.Sep 2019 to Jun 2023
- JP Morgan Securities, LLCSep 2019 to Jun 2023
- Pruco Securities, LLCJun 2019 to Sep 2019
- The Prudential Insurance Company of AmericaJun 2019 to Sep 2019
- Capital Financial Services, IncFeb 2019 to May 2019
- JP Morgan Chase Bank, N.A.Aug 2018 to Jan 2019
- JP Morgan Securities, LLCAug 2018 to Jan 2019
- Thrivent FinancialJan 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6410308
- Firm CRD
- 23131