Bryan Holstrom
Bryan Holstrom is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St Charles, IL, with 36 years of industry experience. Bryan 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
40W147 Campton Crossings Dr Ste C, St Charles, IL, 60175
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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
Bryan serves on the board of Mid-America Reformed Seminary and as a trustee for Grace Orthodox Presbyterian Church, dedicating minimal time to each. He also volunteers as a financial planner for the Orthodox Presbyterian Church and is the sole owner/producer of Covenant Financial, LLC, where he provides advisory services and sells insurance products, taking up more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Covenant Financial, LLC
Securities Service Network, LLCBroker
Transamerica Financial Advisors, INCBroker
Paragon Advisors LLC
Transamerica Financial Advisors, INC.Broker
Navellier Securities CORP.Broker
Calamos Financial Services, INC.Broker
Federated Securities CORP.Broker
Phoenix Equity Planning CorporationBroker
Confederation Financial Services (U.S.), INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blinder, Robinson & Co.,inc.Broker
State Registrations24 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.