AO

Aaron Michael Oudbier

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

4095 Chicago Dr Sw, Suite 120, Grandville, MI, 49418

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aaron is an insurance agent, a financial advisor at RSC Advisors, and a shareholder in Royal Development LLC, which owns the office building where RSC Advisors is located. He also serves on the finance committee for Tri-Unity Christian School and owns Aaron Michael Oudbier LLC for tax purposes; his work at RSC Advisors takes up a full-time commitment.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
November 2018 - Present · 7 yrs 2 mos
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 2 mos
Previous Registrations
Signator Investors, INC.Broker
July 2017 - November 2018 · 1 yr 4 mos
Signator Investors, INC.
July 2017 - November 2018 · 1 yr 4 mos
Royal Advisors, LLC
January 2010 - December 2016 · 6 yrs 11 mos
Royal Securities CompanyBroker
August 2001 - July 2017 · 15 yrs 11 mos
State Registrations21 states
AZCACOFLGAHIILINKSMDMIMONCOHSCTNUTVAVTVirgin IslandsWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.