AA

Aaron Eugene Adams

14 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

18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255

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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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Employment History
Current Registrations
Osaic Wealth, INC. Broker
January 2024 - Present · 2 yrs
Osaic Wealth, INC.
January 2024 - Present · 2 yrs
Previous Registrations
Woodbury Financial Services, INC.
January 2014 - January 2024 · 10 yrs
Woodbury Financial Services, INC.Broker
April 2013 - January 2024 · 10 yrs 9 mos
Hartford Investment Financial Services, LLCBroker
May 2008 - March 2010 · 1 yr 10 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.