Raymond Whittenburg
Raymond Whittenburg is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Alpine, UT, with 39 years of industry experience. Raymond 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
90 East Red Pine Drive, Alpine, UT, 84004
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Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Raymond is the President/General Agent of Whittenburg Insurance & Investment Group, Inc., where he recommends and supervises the sale of various insurance products, taking about half of his time. He also manages MSW, LLC, Smart Benefits, Whittenburg Wealth Management, LLC (where he is a Registered Rep/IAR), and the Whittenburg Family Revocable Trust.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Bma Financial Services, INC.Broker
State Registrations24 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.