Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Oklahoma City
9yrs
Cale Olbert
Financial advisor at Osaic Wealth
Cale Olbert has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Oklahoma City, Oklahoma. Cale has been with Osaic Wealth since 2024; before that, Cale spent less than a year at Woodbury Financial Services and less than a year at LPL Financial. Cale holds the CFP® designation.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office5600 N May Avenue Suite 190, Oklahoma City, OK 73112
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- Nov 2023 – Jan 2024Woodbury Financial Services, Inc.Previously
- Aug 2023 – Dec 2023LPL Financial LLCPreviously
- 2017 – 2023Cetera Advisors LLCPreviously
Questions to ask Cale
Tailored to Cale’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cale
How do I contact Cale?
Call Osaic Wealth at 800-821-5100 and ask for Cale Olbert. Cale works from the Oklahoma City, OK office.
How long has Cale been a financial advisor?
Cale has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Cale hold?
Series 66. Tap any license on this page to see what it allows.
Is Cale a fiduciary?
Cale is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cale paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cale 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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