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
11980 Portland Ave. S, Burnsville, MN, 55337
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis owns Buck Financial Consulting LLC and KB Accounting & Tax LLC, spending minimal time on each. He is also an investment advisor representative for Gallagher Fiduciary Advisors LLC, a CFP for Kusske Financial, Inc (taking about two-thirds of his time), and an insurance agent advising clients about life, health, disability & long term care products (a few hours per week).