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Sunday, August 23, 2026The Morning Brief →Sign in
firm

Osaic Wealth

SCOTTSDALE, AZ
CRD: 23131
In PWD coverage since August 19, 2026 · 1 story
$235BRegulatory AUMSEC Form ADV · Aug 21
8,979EmployeesForm ADV
-1Talent net · 12 months1 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -1 · 1 arrivals · 2 departures
Arrivals
Chad Sarsfield
Aug 20 · from Ameriprise Financial Services
Departures
Kristen Kimmel
Aug 17 · destination pending
Kevin Peterson
Aug 16 · to Carson Group
PWD coverage
Moves

Carson taps ex-Osaic exec Peterson to lead independent recruiting

Kevin Peterson brings a custody-and-brokerage resume to the firm's independent channel.
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