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
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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
Brian is dually-registered as an investment advisor representative with Alera Investment Advisors, LLC and as a registered representative with Triad Advisors Inc., dedicating nearly all of his time to these roles. He also provides fixed business products, advises on existing insurance policies under a sole proprietorship with Securian (about 10-20% of his time), and serves as a board member for Arlington Heights Youth Basketball Association (minimal time).