Anna Bloom is a registered investment advisor at Osaic Wealth, INC., based in Naperville, IL, with 29 years of industry experience. Anna 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
1555 Naperville/Wheaton Road, Suite 213, Naperville, IL, 60563
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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.
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Anna is a 50% owner of Advisor Services Group, a consulting/compliance firm, dedicating minimal time to it. She also works at Starbucks/as a bartender and is a notary, each taking minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Waterstone Financial Group, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Oak Brook Securities CORP.Broker
Advest, INC.Broker
The Investment Center, INC.Broker
CPA Advisors Network, INC.Broker
Securities America, INC.Broker
State Registrations47 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.