Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
101 South 108th Avenue, Omaha, NE, 68154
Get directionsRegulatory History (1)
Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Robert is a manager and advisor at Wealthplan Partners, engaging in insurance sales and registered investment advisory activities since 2018. He dedicates a few hours per week to insurance sales and nearly full-time hours to the registered investment advisory.