Kansas-based Wealth Management Firm NoxNumis Chooses Osaic

$450 million NoxNumis selects Osaic to leverage robust investment platform and gain expanded access to inorganic growth opportunities

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced NoxNumis, a Wichita, Kansas-based wealth management firm serving over $450 million in client assets, as the latest to join its community of advisors.

John Toothaker and Ron Gabel, partners and private wealth managers at NoxNumis, lead the firm in providing fiduciary financial advice focused on retirement planning, tax minimization, estate distribution, investment management and business and farm succession planning. Their process-driven approach aligns clients' wealth with personal goals, fostering financial confidence and family harmony. John and Ron’s team includes five wealth managers, an insurance agent, two operations executives, and a broad network of client service specialists. as well as an extensive team of client service specialists.

“We’re passionate about helping our clients gain confidence about their financial futures and are excited to fully leverage extensive support that Osaic can offer through their robust investment platform, innovative tech solutions, coaching and consulting services,” said Toothaker. “When the time is right, Osaic’s scale and access to their community of advisors is also going to dramatically increase our prospects for future acquisitions,” added Gabel.

Partnering with Osaic will empower the firm’s advisors and support professionals to better serve its trusted clients. The Osaic investment platform provides NoxNumis with access to a broader and deeper bench of investments, enabling more diversified, robust asset allocations and more competitive pricing to benefit its clients. Osaic’s advanced technology stack, strengthened by recent integrations with AI-powered platforms Jump and Zocks, offers NoxNumis wealth managers their choice of tools designed to streamline workflows, significantly reducing administrative burdens and increasing efficiency.

“NoxNumis exemplifies the type of growth focused, forward looking wealth management team that can thrive in our ecosystem,” said Kristen Kimmell, executive vice president of business development of Osaic. “We are excited to support John, Ron and their team, enabling them to achieve their growth goals as a business while providing the highest level of service attainable to their clients.”

NoxNumis will join a community of financial professionals invited to Osaic’s upcoming NXT Conference taking place in Las Vegas this May. NXT brings together Financial Professionals across generations to foster a vibrant community committed to innovation and sustained success in wealth management.

Learn more at Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.