Osaic
Frank Van Wert currently serves as the VP and Regional Manager at Osaic Institutions, Inc. since November 2023. Previously, Frank was the VP and Advisor Relationship Director at Infinex Financial Group from April 2015 to November 2023, where the focus was on partnering with financial advisors in the Southeast to enhance business growth. Earlier experience includes roles as AVP Growth Consultant and Relationship Manager at LPL Financial from August 2007 to April 2015, providing consulting services for banks and credit unions to maximize growth, and as a Business Development professional at LPL Financial from August 2004 to January 2007, recruiting advisors and institutions. Frank began a career in finance as an Investment Representative at Greater Carolina Group from June 2003 to August 2004. Frank holds a B.S. in Education from PennWest Clarion, earned between 1996 and 2000.
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Osaic
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Osaic provides the support, resources, and community designed for the future of wealth management.