TrueAdvisor
TrueAdvisor
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ChFC
NR
ChFC

Norman Raymer

Osaic Wealth, INC.
43 Years of Experience
Tampa, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Norman Raymer is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, with 43 years of industry experience. Norman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Osaic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9240 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

View Full SEC Brochure

Location

13508 Westshire Drive, Tampa, FL, 33618

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History

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

Norman is the secretary of the Trevi Home Owners Association, dedicating minimal time. He is also an independent insurance agent and owner of Wealth Management Advisors, spending nearly full-time on fee-based planning, investments, and the sale of fixed insurance products.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Signator Investors, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INC.
February 2007 - May 2016 · 9 yrs 3 mos
Transamerica Financial Advisors, INCBroker
February 2007 - May 2016 · 9 yrs 3 mos
Oneamerica Securities, INC.
March 2004 - February 2007 · 2 yrs 11 mos
Oneamerica Securities, INC.Broker
February 2004 - February 2007 · 3 yrs
New England Securities Corporation
December 1990 - February 2004 · 13 yrs 2 mos
New England SecuritiesBroker
December 1990 - February 2004 · 13 yrs 2 mos
Sun Investment Services CompanyBroker
May 1985 - December 1987 · 2 yrs 7 mos
Nylife Securities INC.Broker
November 1982 - December 1990 · 8 yrs 1 mo
State Registrations2 states
FLOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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