Our Firm
Osaic Wealth, Inc. (Advisor Group Inc. is now Osaic), is one of the nation’s largest network of independent wealth management firms, serving approximately 11,300 financial professionals and overseeing over $450 billion in client assets. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Osaic Wealth, Inc. is a holding company. Osaic Wealth, Inc. is separately owned and other entities and /or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Cultivating a spirit of entrepreneurship and independence, Osaic Wealth, Inc. champions the enduring value of financial professionals and is committed to being in their corner every step of the way. For more information visit https://osaic.com/.
Through Osaic Wealth, Inc., strategic advice on investment products such as mutual funds, variable annuities, insurance, and alternative investments, are made available. The company also provides advisory, asset management, consultation and support services, as well as tools to avoid regulatory issues and manage risk.
As a full-service financial firm, Osaic Wealth, Inc. through it's Registered Representatives, provides strategies for high-net-worth individuals and organizations, helping you strengthen their businesses and pursue your financial goals. Our services include retirement planning, asset management, equities, mutual funds, global investment strategies, and detailed growth and risk assessments.
WORKING WITH YOU EVERY STEP OF THE WAY
We are a full-service financial firm committed to helping individuals and businesses pursue your investing and financial goals. Meeting the challenges of today's economy can be challenging, but we will help accelerate your growth and expand your opportunities. With our resources and our team's attentiveness to your needs, we will help you strengthen your position and take advantage of new opportunities.
Our Team
Peter Krussel, Supervisor is an executive and has an ownership stake in Southland Equity Partners. Peter is also registered with Osaic Wealth, Inc., a broker-dealer with over 11,300 registered representatives nationwide.
Financial Advisor
June Wang Chin, MBA is an investment professional with two decades of experience in the financial sector.
She received a Master of Science in Strategic Communications from Columbia University. She also studied Mergers & Acquisitions and Investment Strategies and Portfolio Management at the Wharton Business School, and Private Equity & Venture Capital at Harvard Business School.
She has been in the securities business for twenty years, first, with MetLife and later with AIG Investment Division and Osaic Wealth, Inc. (FSC Securities Corporation is now Osaic).
Ms. Chin specializes in providing a 360-degree business perspective based on her extensive cross-disciplinary training and international experience. She lives with her husband Chris Chin, a trust attorney and real estate developer in Manhattan.
