Merrill
45yrs
Top advisor by experience in Baton Rouge
40yrs
Ann Singleton is a financial advisor in Baton Rouge, Louisiana, with 40 years in the industry. After 20 years at FSC Securities, Ann joined Osaic Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in Baton Rouge
Office3265 Kleinert Avenue, Baton Rouge, LA 70806
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 ?2 states
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
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2004 – 2023FSC Securities CorporationPreviously
Contact Ann
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Ann. 3265 Kleinert AvenueBaton Rouge, LA 70806Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ann
Tailored to Ann’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 Ann
How do I contact Ann?
Call Osaic Wealth at (800) 821-5100 and ask for Ann Singleton. Ann works from the Baton Rouge, LA office.
How long has Ann been a financial advisor?
Ann has been in the industry since 1986, about 40 years. Top 3% by experience in Baton Rouge.
What licenses does Ann hold?
Series 63. Tap any license on this page to see what it allows.
Is Ann a fiduciary?
Ann is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ann paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ann 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.
Other advisors nearby
LPL Financial
45yrs
Top 1% by experience in Baton Rouge
Raymond James & Associates
45yrs
Top 1% by experience in Baton Rouge
Raymond James & Associates
45yrs
Top 1% by experience in Louisiana
Merrill
44yrs
Top 1% by experience in Baton Rouge
Merrill
44yrs
Top 1% by experience in Baton Rouge