Gary Dissette
Gary Dissette is a registered investment advisor at Osaic Wealth, INC., based in Brighton, CO, with 35 years of industry experience. Gary 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
193 S 27th Avenue, Ste. 300, Brighton, CO, 80601
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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
Gary is a statutory agent and sole proprietor who occasionally sells term life insurance and fixed annuities. He also processes term life insurance contracts through Mutual Asset Corporation, where he also runs payroll and benefits, and serves on the Investment Advisory Committee for the Oregon California Trails Association.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Investment Centers of America, INC.Broker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
Wedbush Morgan Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations21 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.