Gary Gunning is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 43 years of industry experience. Gary 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
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary owns and manages rental real estate and farmland held in the Gunning Trust since 2000, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Mma Securities LLCBroker
Mma Securities LLC
Mmc Securities CORP.Broker
Mmc Securities CORP.
Spectrum Capital, LLCBroker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Fsc Securities CorporationBroker
Buchanan & CO., INC.Broker
State Registrations10 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.