Let's Talk

Audrey Planz

Relationship Manager
(659) 238-0010 ext. 117

Audrey Planz serves as a Relationship Manager for Advo(k)ate Advisors, LLC, a registered office of Osaic Wealth, Inc., where she supports the individual client side of the business. She enjoys building strong relationships and helping ensure a smooth and responsive experience for both the advisors at Advo(k)ate Advisors and the clients they serve.

Audrey brings experience in client service and financial operations, having previously worked with a company specializing in self-directed retirement accounts. In that role, she managed client communications, paperwork, and account-related requests. Her focus on communication and organization helps ensure requests are handled accurately and in a timely manner.

She earned her Bachelor of Science in Early and Middle Childhood Studies from The Ohio State University and currently holds her Series 6 securities registration.

Schedule a Call
Education

The Ohio State University

Bachelor of Science in Early and Middle Childhood Studies, 2018

NAPA Top DC Advisor Teams

The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

NAPA Top Women of Excellence- MVP

NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

PLANADVISER Top Retirement Plan Advisers

Advo(k)ate Advisors received the 2026 PLANADVISER Top Retirement Plan Adviser recognition. The adviser did not pay a fee to be considered.