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$1.1B Osaic 1099 Affiliate Shifts to W-2 Employee Model
Yahoo Finance· 2025-12-16 16:58
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Veater Financial Group, a California-based wealth manager overseeing approximately $1.1 billion in assets under advisement, has moved from independent broker/dealer Osaic’s 1099 to W-2 employee channel.  Founder and President George Veater made the move with an eye toward speeding growth and succession planning, according to the announcement. Veater has been an advisor since 1986 and found ...