Dean Bell is a registered investment advisor at Osaic Wealth, INC., based in Utica, MI, with 40 years of industry experience. Dean 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
8300 Hall Road, Ste 201, Utica, MI, 48317
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean sells fixed insurance products, including life insurance, through various agencies, dedicating a few hours per week. He also works as a financial advisor for Bell & Associates, spending about a quarter of his time on sales/marketing of fixed annuities and non-variable insurance, and nearly full-time on sales/marketing of securities, investment advice, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Spc
Sigma Financial CorporationBroker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Leonard & CompanyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
Olde & CO., IncorporatedBroker
State Registrations11 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.