Oneascent Family Offices
46yrs
Top advisor by experience in Westerville
19yrs
William Ward has worked in the financial industry for 19 years and is a financial advisor based in Westerville, Ohio. William has been with Osaic Wealth since 2024; before that, William spent a year at Woodbury Financial Services and nine years at Cetera Wealth Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 60% of advisors in Westerville
Office925 North State St Suite 200, Westerville, OH 43082
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
- 2024 – nowOsaic Wealth, Inc.Current firm
- Nov 2022 – Jan 2024Woodbury Financial Services, Inc.Previously
- 2013 – 2022Cetera Wealth Services, LLCPreviously
- Nov 2012 – Sep 2013Walnut Street Securities, Inc.Previously
- 2012 – 2016Vantage Financial Group, Inc.Previously
- May 2012 – Nov 2012Woodbury Financial Services, Inc.Previously
Contact William
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for William. 925 North State St Suite 200Westerville, OH 43082Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- 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
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About William
How do I contact William?
Call Osaic Wealth at (800) 821-5100 and ask for William Ward. William works from the Westerville, OH office.
How long has William been a financial advisor?
William has been in the industry since 2008, about 19 years. More experience than 60% of advisors in Westerville.
What licenses does William hold?
Series 63. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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