Amber Nicole Hepler
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Nov 2025 to now
- The Vanguard Group, Inc.Jun 2021 to now
- Edinboro University of Pennsylvania Financial Aid OfficeSep 2020 to Dec 2020
- Bethesda Lutheran ServicesDec 2018 to Feb 2019
- Kaleidascope, Inc.Jul 2018 to Jan 2019
- Vallonia IndustriesMay 2018 to May 2021
- The Arc of Crawford CountyApr 2018 to Dec 2018
- Edinboro University of Pennsylvania Psychology DepartmentJan 2018 to Dec 2018
- Edinboro University of PennsylvaniaAug 2017 to May 2021
- StaplesAug 2017 to Aug 2017
- Citizens BankDec 2015 to Dec 2017
- Giant EagleSep 2014 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7396597
- Firm CRD
- 23131