Dennis Parrish
Dennis Parrish is a registered investment advisor at Osaic Wealth, INC., based in Indianapolis, IN, with 39 years of industry experience. Dennis 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
9000 Keystone Crossing, Suite 620, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2007Other Business ActivitiesSells Insurance
Dennis owns rental property since 1986 and is a general agent at The Spectrum Financial Group, Inc., an insurance agency, since 1992; insurance sales have been conducted since 1983. He also works in sales for Woodland Prescott, a TPA, and as an independent contractor for CPS, both taking minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
Mimlic Sales CorporationBroker
Washington National Equity CompanyBroker
State Registrations32 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.