Brian Messier
Brian Messier is a registered investment advisor at Osaic Wealth, INC., based in Fulshear, TX, with 40 years of industry experience. Brian 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
Fulshear, TX
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Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Brian is an insurance agent selling fixed life, health, accident, long-term care insurance, and fixed and indexed annuities, dedicating about half of his time. He also offers life settlements, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Pfg Distribution CompanyBroker
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Financial Network Investment CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Capital Investment Group, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
MML Investors Services, INC.Broker
Transamerica Financial Resources, INC.Broker
State Registrations17 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.