Ted Lukeman is a registered investment advisor at Osaic Wealth, INC., based in Spring, TX, with 40 years of industry experience. Ted 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
17010 Seven Pines Drive, Suite 100, Spring, TX, 77379
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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
Ted is a general insurance agent and statutory agent, operating as a sole proprietorship since 1985. He offers and sells major medical and life insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Nationwide Investment Services CorporationBroker
1st Global Capital CORP.Broker
Mony Securities CORP.Broker
First Investors CorporationBroker
State Registrations3 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.