Chana Beene
Chana Beene is a registered investment advisor at Osaic Wealth, INC., based in Waco, TX, with 38 years of industry experience. Chana 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
400 Austin Avenue, Suite 200, Waco, TX, 76701
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Regulatory History (1)
Customer Dispute
September 2021Other Business ActivitiesSells Insurance
Chana is the owner of Beene Wealth Management Group, Chana Beene Financial Services LLC, and Beene WMG, PLLC, all investment-related businesses. Chana also sells and services non-variable insurance products, and dedicates minimal time to serving on the Budget and Finance committee for the First Baptist Church of Mexia and as a board member for the Baylor Bear Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations9 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.