James Mcpartland
James Mcpartland is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Cedar Rapids, IA, with 37 years of industry experience. James 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
151 5th Ave Se, Suite 300, Cedar Rapids, IA, 52401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the volunteer chairman for a non-profit golf tournament and an Investment Advisor Representative (IAR) with Securities America Advisors. He is also a licensed insurance agent with Truenorth Companies, selling life insurance, disability insurance, and fixed annuities, dedicating about two-thirds of his time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Locust Street Securities, INC.Broker
Securities America, INC.Broker
Berthel, Fisher & Fleischman 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.