Steven Fullmer
Steven Fullmer is a registered investment advisor at Osaic Wealth, INC., based in South Jordan, UT, with 39 years of industry experience. Steven 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
10610 South Jordan Gateway, Suite 210, South Jordan, UT, 84095
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
February 2013Customer Dispute
January 2013Customer Dispute
March 2011Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Steven manages his personal investments through Alisandra, LLC and is a partner at Integrated Financial Group, LLC, dedicating nearly full-time hours to the latter. He also sells life insurance through various brokerage groups and consults on a project related to Alzheimer's research and financial planning.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Royal Alliance Associates, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Integrated Resources Equity CorporationBroker
State Registrations1 state
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.