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Chandra Pifer

Osaic Wealth, Inc.

New Albany, OH

CRD 7749209

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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
OH RA APPROVED 2026-06-24
MI RA APPROVED 2026-06-23
  • OH RA
    APPROVED
    Since 2026-06-24
  • MI RA
    APPROVED
    Since 2026-06-23

Branch Locations

6650 Walnut Street, New Albany, OH 43054 • 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
Fremont Ford Fremont MI 05/2012 11/2016
Homemaking Shepherd MI 11/2016 10/2021
In The Black Financial Wellness / The Rainmakers Collective New York City NY 10/2021 04/2023
Magee Leadership Solutions Palm Springs CA 10/2021 06/2023
Russell And Company New Albany OH 05/2023 06/2023
Kestra Advisory Services, Llc New Albany OH 06/2023 Present
Osaic Wealth, Inc. New Albany OH 06/2026 Present
  • 05/2012 → 11/2016
    Fremont Ford
    Fremont, MI
  • 11/2016 → 10/2021
    Homemaking
    Shepherd, MI
  • 10/2021 → 04/2023
    In The Black Financial Wellness / The Rainmakers Collective
    New York City, NY
  • 10/2021 → 06/2023
    Magee Leadership Solutions
    Palm Springs, CA
  • 05/2023 → 06/2023
    Russell And Company
    New Albany, OH
  • 06/2023 → Present
    New Albany, OH
  • 06/2026 → Present
    New Albany, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-08
  • S65 Uniform Investment Adviser Law Examination
    2024-03-08
Other Names
  • Chandra Wemple

View on SEC IAPD

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