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Gregory Gendron

Advisor at OSAIC

Updated today

Location

Bryan, OH

Credentials

Series 63, Series 65

Industry experience

32 years

About

Gregory Gendron is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Pacific Financial Partners, Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he serves as an industry arbitrator for FINRA dispute resolution and is president of the local Knights of Columbus chapter in Bryan, Ohio. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation tools and offers a range of investment programs and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

Bryan, OH

Most active in

Ohio

Work history

Pacific Financial Partners

2019 - Present (7 years)

Royal Alliance Associates, INC.

2019 - Present (7 years)

Unemployed

2017 - 2019 (2 years)

Signator Investors, inc.

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jason D

CFP®

Defiance, OH

Demland Wealth LLC

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

General tax planning General retirement planning Christian Faith Based
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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with 27 years of industry experience, currently affiliated with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked with several firms including Childs Investment Group, Inc. and National Planning Corporation. Outside of his advisory role, Wyse owns and operates Wyse Refrigeration and Appliance Services, a part-time appliance repair business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary management and third-party money manager allocations, with an emphasis on regular account monitoring and reporting.

General tax planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Demland Wealth LLC is an independent advisory firm providing investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of strategic asset allocation and tactical adjustments, employing both active and passive investment vehicles to create diversified portfolios tailored to client goals.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Earl O

CFP®, PFS™, Series 63, Series 65

Bryan, OH

Oberlin Wealth Partners, LLC

Earl Oberlin is a CFP® and PFS™ credentialed financial advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC and has held roles at Oberlin Financial International, LLC, LPL Financial LLC, and several family-owned business ventures. Outside of advisory work, he serves as chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides investment advisory, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and insurance companies. The firm combines long-term, fundamental analysis with flexible portfolio management and offers family office and institutional consulting, serving a diverse client base including insurance companies.

General retirement planning Business exit / sale strategy Wealth management Real estate investing Founder/Business Owner Executive
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
user avatar

Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

General tax planning
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