William Spencer Stephens
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.Jan 2024 to now
- Stephens Outdoors ServicesMar 2023 to now
- Start2finish Event Management CompanyApr 2019 to now
- Woodbury Financial Services IncDec 2023 to Jan 2024
- MML Investor ServicesDec 2019 to Jan 2023
- Massmutual Life Insurance CoSep 2019 to Jan 2023
- Crossfit Sopo GermantownMay 2018 to Aug 2020
- Bass Pro ShopsJan 2017 to Dec 2018
- Dick's Sporting GoodsSep 2016 to Dec 2016
- The Fresh MarketSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7203878
- Firm CRD
- 23131