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Gary Ford

Osaic Institutions, INC.
11 Years of Experience
Creve Coeur, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gary Ford is a CFA-designated registered investment advisor at Osaic Institutions, INC., based in Creve Coeur, MO, with 11 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11901 Olive Blvd, Creve Coeur, MO, 63141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gary works as an insurance agent selling life, disability income (DI), long-term care (LTC), and group insurance products. This activity takes minimal time each month.

Employment History
Current Registrations
Osaic Institutions, INC.Broker
October 2025 - Present · 1 yr
Osaic Institutions, INC.
October 2025 - Present · 1 yr
Previous Registrations
Principal Securities, INC.
March 2020 - October 2025 · 5 yrs 7 mos
Principal Securities, INC.Broker
February 2020 - October 2025 · 5 yrs 8 mos
Stifel, Nicolaus & Company, Incorporated
September 2019 - November 2019 · 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2019 - November 2019 · 3 mos
Southeast Research Partners, INC.Broker
June 1996 - July 1999 · 3 yrs 1 mo
H.C. Wainwright & CO., INC.Broker
April 1995 - May 1996 · 1 yr 1 mo
Adams, Cohen Securities INC.Broker
October 1994 - March 1995 · 5 mos
State Registrations5 states
AZCAFLILMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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