Donald Heilbuth
Donald Heilbuth is a registered investment advisor at Osaic Wealth, INC., based in Sioux City, IA, with 39 years of industry experience. Donald 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
5764 Sunnybrook Dr., Sioux City, IA, 51106
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Regulatory
April 2005Other Business ActivitiesSells Insurance
Donald spends minimal time teaching Emerald Seminars and a few hours per week as a fixed annuity general agent owner for EFS Group. He also works as an investment advisor representative and wealth manager, dedicating about half his time to advising clients on financial and retirement planning, insurance solutions, and money manager solutions.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Empire Financial Group, INC.Broker
F.J. Garber & CO.Broker
Securities America, INC.Broker
Integrated Resources Equity CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations6 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.