Trey Wilbeck
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
3 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
13 years in the industry.
- Osaic Wealth, Inc.Nov 2024 to now
- UnemployedSep 2023 to Sep 2024
- John HancockJun 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- American National BankJun 2022 to Aug 2022
- UnemployedJan 2013 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, NE).
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
- 7990130
- Firm CRD
- 23131