Ameriprise Financial Services
36yrs
Top 5% by experience in Davis
39yrs
Based in Davis, California, Wayne Gilbert is a financial advisor with 39 years of industry experience. Wayne joined Osaic Wealth in 2000, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience39 years (since 1987)
How that compares ?Top advisor by experience in Davis
OfficeDavis, CA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowWayne Gilbert & CompanyCurrent
- 2000 – nowOsaic Wealth, Inc.Current firm
Contact Wayne
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Wayne. Davis, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wayne
How do I contact Wayne?
Call Osaic Wealth at (800) 821-5100 and ask for Wayne Gilbert. Wayne works from the Davis, CA office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 1987, about 39 years. Top advisor by experience in Davis.
What licenses does Wayne hold?
Series 63. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wayne paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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