Aaron Plaskas

Osaic Wealth, INC.

7 Years of Experience

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Firm Information

Osaic Wealth, INC.

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners

Advisor Information

Office location

510 East Locust Street, Suite 200, Des Moines, IA, 50309

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Regulatory History (1)

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Criminal

February 1993

Final Disposition

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Other Business ActivitiesSells Insurance

Aaron is an agent and co-owner of Inspired DSM, LLC, selling property and casualty insurance, dedicating about a quarter of his time. He is also an agent for Inspire Financial DSM, selling accident, health, and property & casualty insurance, as well as commission-based group benefits, dedicating about half his time.