Gordon Thomas Robinson

CFP®

OSAIC WEALTH

TULSA, OK

·CRD# 1069882·44 years experience

Professional Summary

Gordon Thomas Robinson, CFP®, who also goes by Gordon T Robinson, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Tulsa, Oklahoma. Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Gordon has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gordon T Robinson

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 2004

Years of Experience

44 years in the financial services industry

Current & Past Employments

OSAIC WEALTH, INC.·CRD# 23131

RIA

BD

3314 E. 51st Street Suite S, Tulsa, OK 74135

September 22, 2000 - Present

OSAIC WEALTH, INC.·CRD# 23131

RIA

BD

3314 E. 51st Street Suite S, Tulsa, OK 74135

December 17, 1991 - Present

OSAIC WEALTH, INC.·CRD# 23131

BD

Scottsdale, AZ

November 19, 1989 - December 21, 1989

INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403

BD

June 22, 1989 - November 19, 1989

ANDERSON, BRYANT & CO.·CRD# 13185

BD

July 19, 1988 - May 6, 1989

CONSECO FINANCIAL SERVICES, INC.·CRD# 629

BD

December 11, 1987 - December 31, 1988

FITZGERALD, DEARMAN & ROBERTS, INC.·CRD# 317

BD

October 21, 1982 - January 12, 1990

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Current Firm

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone Number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

8,979

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

SIGNATOR MANAGED ACCOUNT PLATFORM (8/28/2026)

OSAIC WEALTH, INC ADV PART 2A (8/28/2026)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER	—
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
REID, SHANNON	CEO, PRESIDENT, DIRECTOR	4815189
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory Assets Under Management

Total Number of Accounts

850,797

AUM (Assets Under Management)

$234,858,518,740

Disclosures

Regulatory Event

51

Arbitration

31

Bond

7

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INVESTMENTS BY DESIGN GROUP, INC., DBA NAME; INVESTMENT RELATED; 3314 E 51ST STREET, SUITE S, TULSA OK, 74135; PRESIDENT; SINCE 1/1/2008; 2-3 HRS/MTH, 1-2 HRS/DST; CONSULTING SERVICES FOR FINANCIAL PLANNING, RETIREMENT AND BENEFITS PLANNING, VENTURE CAPITAL PLANNING. 2. GORDON T. ROBINSON; NOT INVESTMENT RELATED; START DATE 1995; 5 HRS/MTH, ZERO HRS/DST; one RENTAL PROPERTY - 2903 E 76TH PLACE, TULSA OK, 74136 3. GORDON T. ROBINSON, SOLE PROPRIETOR POS: Owner - NATURE: I rent out a single family house. it is a 4 bedroom house located near the ORU campus.I have not lived in this house since 1995. INVESTMENT RELATED: No # OF HRS: 5 SECURITIES TRADING HRS: 2 START DATE: 1/1/95 ADDY: Property 1. [Near ORU], 74136. Property 24-30 month lease. Property II has been sold, Tulsa OK 74135, DESCRIPT: Property I: Current owner of 4 bedroom house. Rents out as rental property. Single Family tenant property. Previously lived in the home 4 years, 1991- 1995. I am NOT actively in the real estate rental business. Limited time involved during business hours. Nor is there any interest in the real estate business. It has no romance of ownership in any fashion shape or form 4. INVESTMENT DESIGNERS OF TULSA, INC POS: Owner - President NATURE: Sub S Corp INVESTMENT RELATED: Yes # OF HRS: 12 SECURITIES TRADING HRS: 5 START DATE: 1/1/76 ADDY: 3314 E 51st St Suite S, Tulsa OK 74135 DESCRIPT: Independent Insurance Broker. Life, Health, Disability Income. This corp is also the DBA used for the securities role. 5. HARVEST HOUSE POS: Board Member NATURE: Corp Non-Profit - Charity to the less fortunate. INVESTMENT RELATED: No # OF HRS: 6 SECURITIES TRADING HRS: 2 START DATE: 1/18/12 ADDY: 1439 E 71st St, Tulsa OK 74136 DESCRIPT: Board Member. position specifically excludes any oversight of any checking account or any funds. The position also excludes any investment advice or oversight over any securities. Chairman of the Board 2018 thru 2019. This will not expand the duties beyond the administration of the board meetings. I will not have supervision over securities or any of the money of the operation. I will not be listed in any financial capacity on the checking account. This is the role of the treasurer. Chris Tham. There are two CPA's on the board, and two more with accounting or finance degrees. They are quite qualified in that role. 6. FINANCIAL PLANNING ASSOCIATION OF TULSA POS: Pres / Program Director NATURE: Pres INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 10 START DATE: 1/1/19 ADDY: 3314 E 51st St, Suite S, Tulsa OK 74135 DESCRIPT: Book speakers for the Assoc. Set the circulicum agenda for the last 2 years. 7. GORDON ROBINSON, FPA PRESDIENT POS: Program Director & President NATURE: As an individual. This is not a business venture or duty. I am the program director for the FPA of Tulsa. This means, "Financial Planning Association of Tulsa".President & usually function as the Program Director means: I schedule the monthly speakers for the CE requirements of the Tulsa chapter of the Financial Planning Association of Tulsa. National Association of the Certified Financial PlannersTM. This is an unpaid position. I am on the board of directors. I am not the treasurer. There are monthly board meetings. Generally I attend and run 10-11 meetings a year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 2/1/06 ADDY: 3314 E 51st St, Suite S, Tulsa OK 74135 DESCRIPT: was the program director for the FPA of Tulsa. Each month we have one or two hours of CE classes conducted during our lunch meetings. I select the sponsors and the speakers and approve the CE material which will be used in the monthly lunch meetings. We consider this the local Tulsa/Bartlesville chapter of the Financial Planning Association. Members are generally financial planners or estate planners. It is an industry focused meeting. Connected and approved by the National Association of the Certified Financial PlannersTM.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(3/28/2023)

RR

Arkansas
(5/31/1996)

RR

California
(4/27/1998)

IAR

California
(4/13/2015)

RR

Colorado
(10/12/1999)

IAR

Colorado
(2/20/2009)

RR

Florida
(12/19/1991)

IAR

Florida
(3/3/2009)

RR

Hawaii
(3/31/2026)

RR

Idaho
(10/20/2023)

RR

Illinois
(3/31/2026)

RR

Indiana
(8/28/2000)

IAR

Indiana
(3/4/2009)

RR

Iowa
(2/2/2024)

RR

Kansas
(1/16/1998)

RR

Kentucky
(7/7/2014)

RR

Louisiana
(9/7/2022)

RR

Maine
(8/4/2022)

RR

Maryland
(3/6/2017)

RR

Massachusetts
(10/16/2012)

IAR

Massachusetts
(11/13/2012)

RR

Minnesota
(10/21/1999)

IAR

Minnesota
(3/6/2017)

RR

Missouri
(3/13/1998)

IAR

Missouri
(2/19/2009)

RR

Nevada
(1/24/2005)

RR

New Jersey
(10/19/2015)

RR

New Mexico
(1/9/2006)

IAR

New Mexico
(12/15/2025)

RR

New York
(9/10/1998)

RR

North Carolina
(9/29/1999)

RR

Ohio
(9/10/2020)

RR

Oklahoma
(12/18/1991)

IAR

Oklahoma
(9/22/2000)

RR

Oregon
(4/28/2000)

RR

Tennessee
(1/10/2025)

RR

Texas
(1/22/1996)

IAR

Texas
(4/15/2008)

RR

Vermont
(8/30/2022)

RR

Virginia
(1/7/2004)

IAR

Virginia
(2/19/2009)

RR

Washington
(4/24/2006)

RR

Wyoming
(8/25/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.