Thomas Hokr
Thomas Hokr is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Maple Grove, MN, with 42 years of industry experience. Thomas 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
11330 86th AVE N, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2001Customer Dispute
January 1994Other Business ActivitiesSells Insurance
Thomas is the CEO of MHS Advisory Services and MHS Insurance Agency, spending about a quarter of his time on each. He is also involved in several other ventures, including real estate LLCs, a town office association, a homeowners association, and a military family foundation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Mhs Advisory Services, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
The Capital Advisory Group Advisory Services, LLC
Investors Capital Advisory
Investors Capital CORP.Broker
LPL Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Walnut Street Securities, INC.Broker
Cigna Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations23 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.