Conrad Pearson
Conrad Pearson is a registered investment advisor at Osaic Wealth, INC., based in Lake Oswego, OR, with 43 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3 Centerpoiinte Drive, Suite 200, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2021Customer Dispute
February 2017Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Conrad is involved in fixed insurance sales through Pearson Financial Group and is the founder of God of Abraham Foundation, a non-profit organization, dedicating a few hours per week to it. He also serves as the owner and OSJ manager for Pearson Financial Group, spending nearly full-time on this securities business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Sii Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
Southmark Financial Services, INC.Broker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.