Bryan Laubaugh
Bryan Laubaugh is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Wadsworth, OH, with 40 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
224 Quadral Dr. Suite A, Wadsworth, OH, 44281
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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 is associated with R&B Financial Consultants, an independent RIA, and is a board member of the Wadsworth Rotary Club, dedicating minimal time. He also works as a poll worker for the Medina County Board of Elections, spending minimal time on this activity twice a year.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
R&b Financial Consultants
Previous Registrations
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
Vestax Securities CorporationBroker
Integrated Resources Equity CorporationBroker
State Registrations12 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.