Beau Tanner Ashcraft
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Mar 2024 to now
- Paradigm Consulting, IncMar 2024 to now
- Esex Fishing RodsJun 2018 to now
- Financial Enhancement Group, LLCApr 2022 to Feb 2024
- Purdue UniversityAug 2017 to May 2021
- Aschcraft OrthodonticsOct 2016 to Jan 2021
- Mccutcheon High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7566299
- Firm CRD
- 23131