DAVENPORT, Iowa, Feb. 27, 2025 /PRNewswire/ — A leading OSJ group managing over $1 billion in client assets has officially transitioned from Osaic Wealth to Ausdal Financial Partners (AFP). The group of 15 experienced advisors, primarily based in Florida, made the move to align with a firm that offers a more personalized culture and enhanced support capabilities.
The transition follows Osaic’s recent acquisition of American Portfolios, which led the advisors to seek an environment that better aligns with their values and commitment to a client-first approach.
“We were looking for a partner that not only offers the resources of a large broker-dealer but also fosters a small-firm culture where we can maintain strong client relationships,” said Richard Gerepka, OSJ Supervisor. “AFP embodies that balance, and we believe this transition will better serve our clients’ needs.”
AFP, known for its advisor-centric approach and comprehensive support, expressed enthusiasm about welcoming the new team.
“We are thrilled to have such a talented group of advisors join us,” said Jeff Simpson, CEO of AFP. “Their dedication to client service aligns perfectly with our mission, and we look forward to supporting their continued growth.”
This transition marks a significant step for both the OSJ group and AFP, reinforcing the firm’s commitment to providing independent advisors with the resources and flexibility they need to succeed.
About Ausdal Financial Partners
Ausdal Financial Partners is a leading independent broker-dealer dedicated to empowering financial professionals with personalized support, innovative technology, and a collaborative culture. AFP’s advisor-first philosophy ensures that financial professionals have the tools and flexibility to provide exceptional service to their clients.
SOURCE Ausdal Financial Partners
