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Advisors / Ohio / Columbus
31yrs

Patrick Giller

Financial advisor at Osaic Wealth

Patrick Giller has worked in the financial industry for 31 years and is a financial advisor based in Columbus, Ohio. After 25 years at Osaic Fa, Patrick joined Osaic Wealth in 2025, 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.

One of 2160 advisors with offices in Columbus.

Columbus, OH 43235Top 9% by experience in Columbus
Call the officeDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 9% by experience in Columbus
Office7650 Rivers Edge Drive Suites 250, Columbus, OH 43235
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

  1. Jan 2025 – now
    Osaic Wealth, Inc.Current firm
  2. 2000 – 2025
    Osaic Fa, Inc.Previously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Patrick’s local office at (614) 431-4302 or the Osaic Wealth main office at (800) 821-5100, and ask for Patrick Giller.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 1995, about 31 years. Top 9% by experience in Columbus.

What licenses does Patrick hold?

Series 63. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Patrick paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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