Randee Cook
Randee Cook is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Greeley, CO, with 41 years of industry experience. Randee 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
1931 65th Avenue, Unit B, Greeley, CO, 80634
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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
Randee is involved in outside insurance sales, dedicating about 10% of her time to this activity. She is also a partner in University Acres Professional Building LLC, a registered investment advisor, and involved in RC Enterprises Greeley, LLC, which handles her husband's self-employment and a rental property.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Strategic Financial Management, INC
Strategic Financial Management, INC
Strategic Financial Management, INC
LPL Financial LLC
Strategic Financial Management, INC
LPL Financial LLCBroker
First Investors CorporationBroker
State Registrations37 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.