Charles Arbeiter
Charles Arbeiter is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Rapid City, SD, with 41 years of industry experience. Charles 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
1107 Mount Rushmore Road, Suite 1, Rapid City, SD, 57701
Get directionsHistory
Regulatory History (4)
Regulatory
June 2007Employment Separation After Allegations
April 2007Customer Dispute
April 1999Customer Dispute
September 1994Other Business ActivitiesSells Insurance
Charles is involved in several business activities, including managing Cregut Inc., properties for Bentar LLC, and serving on committees for Young Life Ministries. He also owns Mount Rushmore Insurance Agency and dedicates full-time hours to his DBA, Arbeiter & Associates, for investment, insurance, and RIA activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
Waddell & Reed, INC.Broker
State Registrations20 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.