Denis Conlon
Denis Conlon is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Orland Park, IL, with 24 years of industry experience. Denis 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
8000 W 159th St, Suite 25E, Orland Park, IL, 60462
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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
Denis is a tax preparer, dedicating minimal time to this activity. He also owns Conlon Financial Planning and is a registered advisor with Securities America Advisors, spending about 10-20% of his time on each of these advisory roles.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Opus Wealth Management Group
LPL Financial LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Retirement Plan Advisors, LLC
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
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.