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Evan Charles Abel

Osaic Wealth, Inc.

Saint Charles, MO

CRD 7341589

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-06
  • MO RA
    APPROVED
    Since 2025-11-06

Branch Locations

828 S Main St, Saint Charles, MO 63301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smoothie King St. Charles MO 08/2015 05/2018
Duckette Creek St. Peters MO 06/2018 08/2020
Ab Wealth St. Charles MO 03/2020 11/2024
Osaic Wealth, Inc Chesterfield MO 12/2024 Present
  • 08/2015 → 05/2018
    Smoothie King
    St. Charles, MO
  • 06/2018 → 08/2020
    Duckette Creek
    St. Peters, MO
  • 03/2020 → 11/2024
    Ab Wealth
    St. Charles, MO
  • 12/2024 → Present
    Osaic Wealth, Inc
    Chesterfield, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-22
  • S66 Uniform Combined State Law Examination
    2025-08-22

View on SEC IAPD

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