What departments does Oswald Financial have?

Oswald Financial has employees across 2 departments including Consultant, Finance.

What is the largest department at Oswald Financial?

The largest department at Oswald Financial is Consultant with 1 employees.

Where are Oswald Financial employees located globally?

Oswald Financial has employees across 1 continents and 1 countries including United States Of America.

How has Oswald Financial's team size changed over time?

Oswald Financial's team has grown from approximately 15 to 17 employees based on available data.

Oswald Financial Employee Directory

Financial ServicesOhio, United States11-50 Employees

Oswald Financial is a small to mid-sized financial services advisory firm based in Cleveland, Ohio. The firm concentrates on retirement plans and wealth management, serving large corporations, small businesses, and individuals pursuing personal retirement goals. It emphasizes rigorous investment due diligence, best-practice governance, fiduciary assistance under open-architecture plans, independent vendor searches and benchmarking, and clear client communications to help preserve assets.

Within the financial services sector, it provides retirement-plan advisory and asset-management services, aiming to extend capabilities typically available to larger plans to a broader client base. Securities are offered through LPL Financial, while investment advisory services are delivered by Global Retirement Partners, DBA Oswald Financial, an SEC-registered investment advisor that operates separately from LPL. The firm has earned industry recognition, including PLANADVISER's Top 100 Retirement Plan Advisers (2014–2016) and Financial Times' Top Retirement Plan Advisors (2015).

Oswald Financial Global Highlights

North America
37

United States Of America
37

Oswald Financial's Leadership

D. R.
Vice President, Practice Leader Of Retirement Plan Wealth Management
Mobile Phone
Email
W. B.
Executive Vice President
Mobile Phone
Email
M. G.
Director
Mobile Phone
Email
D. D.
Controller
Mobile Phone
Email
C. C.
Client Manager
Mobile Phone
Email
C. M.
Retirement Plan Consultant
Mobile Phone
Email
D. J.
Financial Planner
Mobile Phone
Email
S. C.
Client Executive
Mobile Phone
Email

Oswald Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Oswald Financial

Name

Title

Contact Info

Location

Last Update

D. R.
Vice President, Practice Leader Of Retirement Plan Wealth Management
Mobile Phone
Email
Jun 27, 2025
W. B.
Executive Vice President
Mobile Phone
Email
Oct 23, 2024
M. G.
Director
Mobile Phone
Email
United StatesFlorida
Jun 16, 2026
D. D.
Controller
Mobile Phone
Email
Oct 23, 2024
C. C.
Client Manager
Mobile Phone
Email
Oct 21, 2024
C. M.
Retirement Plan Consultant
Mobile Phone
Email
Oct 18, 2024
D. J.
Financial Planner
Mobile Phone
Email
Oct 18, 2024
S. C.
Client Executive
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Oswald Financial known for?

Oswald Financial was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 950 Main Avenue Suite 1800 Cleveland, Ohio 44113 United States; you can contact the main corporate office by phone at

+1-866-674-****

. Explore Oswald Financial's company overview page for more information.

What is Oswald Financial's most common email format?

Oswald Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oswald Financial email formats with LeadIQ.

How many employees does Oswald Financial have currently?

Oswald Financial has approximately 27 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Oswald Financial's key employees and leadership?

As of June 2026, Oswald Financial's key employees include:

Vice President, Practice Leader Of Retirement Plan Wealth Management: D. R.
Executive Vice President: W. B.
Director: M. G.
Controller: D. D.
Client Manager: C. C.

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Oswald Financial Employee Directory

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