Gerd Hansma
Gerd Hansma is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Grandville, MI, with 42 years of industry experience. Gerd 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
3181 Prairie St SW Ste 103, Grandville, MI, 49418
Get directionsHistory
Regulatory History (1)
Criminal
January 1981Other Business ActivitiesSells Insurance
Gerd sells and services health, life, and disability insurance accounts through Hansma Agency, taking about half of his time. He also provides personal fitness training services to individual clients for a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Vestax Securities CorporationBroker
Andover Securities, INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations4 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.