Leading OSJ Group with $1 Billion in Assets Joins AFP

Author: Owen Jenkins Updated: 02-10-2025 12:13 PM

Major Transition in the Financial Services Sector

A prominent OSJ group managing over $1 billion in client assets has officially made the transition to Ausdal Financial Partners (AFP). This move is significant for this group of 15 seasoned advisors, who opted for a more personalized culture coupled with enhanced support capabilities offered by AFP.

The Motivation Behind the Move

The decision to leave Osaic Wealth came on the heels of its recent acquisition of American Portfolios. This change motivated the advisors to find a firm that resonates more closely with their professional values and dedication to putting clients first.

What Advisors Are Saying

Richard Gerepka, the OSJ Supervisor, expressed their sentiments clearly. He stated, "We needed a partner that could offer the robust resources of a large broker-dealer while preserving the small-firm culture that allows us to maintain close relationships with our clients. AFP strikes that perfect balance, making us confident that this transition will enhance our ability to meet our clients’ needs."

Welcoming a New Team at AFP

The leadership at AFP is equally optimistic about integrating this talented group of advisors into their ranks. Jeff Simpson, CEO of AFP, remarked, "We are excited to welcome such a dedicated group of advisors. Their commitment to client service aligns seamlessly with our mission, and we are eager to support them in their growth journey."

The Significance of This Change

This transition not only benefits the OSJ group but also reinforces AFP’s commitment to empowering independent financial advisors. By providing resources and flexibility, AFP ensures these professionals can thrive in a competitive landscape.

About Ausdal Financial Partners

Ausdal Financial Partners stands as a leading independent broker-dealer, devoted to empowering financial professionals with personalized support and innovative technology. The advisor-first philosophy at AFP guarantees that financial professionals are equipped with the necessary tools and flexibility to deliver exceptional service to their clients.

Frequently Asked Questions

What is the significance of this transition for the advisors?

This transition allows advisors to align with a firm that supports a client-first approach while offering a blend of resource capabilities from a larger broker-dealer.

How many advisors are joining Ausdal Financial Partners?

A total of 15 experienced advisors are transitioning from Osaic Wealth to Ausdal Financial Partners.

What benefits do advisors expect to gain from this move?

Advisors expect to gain a more supportive environment conducive to nurturing client relationships while having access to extensive resources.

Who is the OSJ Supervisor for the group?

Richard Gerepka is the OSJ Supervisor for the group making this transition to Ausdal Financial Partners.

What does Ausdal Financial Partners promise to its advisors?

Ausdal Financial Partners promises personalized support, innovative technology, and a collaborative culture that empowers financial professionals.

About The Author

Hi there I'm 38-year-old author and financial consultant Owen Jenkins. Having worked in the financial sector for more than ten years, I am well-versed in the subtleties and complexity that mold our financial environment. Following a degree in finance, I worked in a number of financial institutions honing my abilities in market analysis, financial planning, and investment strategies.

My love is teaching others about investing and personal finance. My goal in writing many books and articles has been to demystify financial ideas and give readers the information they need to make wise financial decisions. I write with a direct, useful style that emphasizes doable suggestions for daily living.

Along with writing, I lead webinars and seminars where I impart knowledge on how to successfully negotiate the financial world. I also write for financial journals and show up as a guest expert on financial news programs a lot. Whether they are new to investing or want to improve their approach, my mission is to enable people to take charge of their financial futures.

Beyond work, I like to hike, play the guitar, and spend time with my family. I think that balance is crucial and want to encourage people to strike a balance between their financial aspirations and their hobbies. I want to help people succeed and achieve financial security through my work, so having a good influence.

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