Randy Cowell
Randy Cowell is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Tulsa, OK, with 39 years of industry experience. Randy 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
7134 S Yale Avenue, Suite 430, Tulsa, OK, 74136
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Regulatory History (1)
Customer Dispute
November 2024Other Business ActivitiesSells Insurance
Randy serves on the Board of Directors for Western Sun Federal Credit Union and is an author. He is also the Owner/Lead Strategist for ACT Wealth Strategies LLC, which includes insurance sales and service, and participates in the Power of Zero marketing program.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Sun Investment Services CompanyBroker
Penn Mutual Equity Services, INC.Broker
State Registrations18 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.