Ted Ross Emerson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 11/2025
  Oppenheimer 7 Co. Inc.
  Wichita, KS
• 11/2025 → Present
  Osaic Wealth, Inc.
  Wichita, KS

Previous Registrations

• 2014-11-28 → 2025-11-21
  Oppenheimer & Co. Inc.
  Leawood, KS
  Wichita, KS
  Hutchinson, KS
  Wichita, KS
  Hutchinson, KS
  Olathe, KS
• 2009-10-05 → 2014-12-08
  Ameriprise Financial Services, Llc
  Hutchinson, KS
• 2008-10-22 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Hutchinson, KS
  Wichita, KS
• 2006-04-21 → 2008-11-04
  Oppenheimer & Co. Inc.
  Hutchinson, KS
• 1999-09-09 → 2006-04-24
  A. G. Edwards & Sons, Inc.
  Hutchinson, KS

Other Businesses

1. AD ASTRA FINANCIAL GROUP POSITION: Wealth Manager NATURE: Other-DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 136 START DATE: 12/01/2025 ADDRESS: 765 East 2nd Street, Suite # 200, Wichita KS 67202, United States DESCRIPTION: Ad Astra Financial Group is the DBA we use.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-08
• S63 Uniform Securities Agent State Law Examination
  1999-03-18