Paul William Rhoades
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.Jun 2025 to now
- OsaicJan 2025 to now
- Harman Wealth ManagementNov 2024 to now
- Crossbridge Wealth StrategiesJul 2024 to Oct 2024
- Sam Houston State University College of Business AdministrationJun 2022 to May 2024
- Panorama Golf ClubMay 2020 to Aug 2021
- Full-time College StudentAug 2019 to May 2024
- GncSep 2018 to Jan 2020
- Full-time StudentJan 2013 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7948524
- Firm CRD
- 23131