Osaic, Inc. Announces Strategic Financial Management Partnership with Undefined Gridlines, Inc.

Strategic Insights -

Osaic, Inc., a leading provider of wealth management strategies, has welcomed Strategic Financial Management (StrategicFM) as the latest addition to its Undefined Gridlines, Inc. (UGLI) office of supervisory jurisdiction. StrategicFM, led by President Randee Cook, CFP(r), oversees $133 million in assets under administration and offers comprehensive wealth, retirement, and estate planning services. Cook's decision to partner with UGLI was driven by the desire to enhance efficiency, high-touch client service, and long-term continuity support.

Key Takeaways:

  • Strategic Financial Management (StrategicFM) has joined Osaic, Inc.'s Undefined Gridlines, Inc. (UGLI) office of supervisory jurisdiction.
  • StrategicFM, led by President Randee Cook, CFP(r), oversees $133 million in assets under administration.
  • Cook was attracted to UGLI's resources, technology, and commitment to supporting advisors for long-term success.
  • StrategicFM's relationship manager, Noah Clement, and operations director, Debra Pratt, have also joined the partnership.
  • Osaic's platform aims to support advisors in growing and planning for their own future legacy.

Statistics:

  • Strategic Financial Management oversees $133 million in assets under administration.
  • 35 years: the length of time Randee Cook spent at LPL Financial before exploring new partnerships.
  • 5: the number of potential partners Cook interviewed before selecting UGLI.
  • 2: the number of founders of Undefined Gridlines, Inc., David and Tina Thiele.

Sources:

  • News release from Osaic, Inc.
  • Quotes from Randee Cook, David and Tina Thiele, and Kristen Kimmell.