Andrew Hunt
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsMay 2023 to now
- Securities America, Inc.May 2023 to now
- Bancwest Investment Services, IncApr 2021 to May 2023
- Bank of the WestApr 2021 to May 2023
- Securities America AdvisorsJun 2020 to Mar 2021
- Securities America, Inc.Dec 2018 to Mar 2021
- UnemployedDec 2017 to Dec 2018
- Mr. Furnace Heating and Air ConditioningSep 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7056371
- Firm CRD
- 23131