Alec R Leasure
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Osaic Wealth, Inc.Sep 2026 to now
- Northrock PartnersJan 2026 to Sep 2026
- Ameriprise Financial Services, LLCFeb 2022 to Jan 2026
- Woodbury Financial Services IncAug 2020 to Feb 2022
- Lewis UniversityAug 2016 to May 2020
- Joliet Marine and Drydock IncJun 2014 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7225016
- Firm CRD
- 23131