David Hohmann
David Hohmann is a registered investment advisor at Osaic Wealth, INC., based in Peoria, IL, with 25 years of industry experience. David 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
456 Fulton St, Suite 400, Peoria, IL, 61602
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Regulatory History (1)
Criminal
November 1980Other Business ActivitiesSells Insurance
David is the President of Nest Egg Wealth Management, dedicating full-time hours to receiving commissions and paying taxes. He also owns Nest Egg Wealth Management Inc - Insurance Services, spending a few hours per week overseeing insurance sales, including health sharing accounts, dental and vision services, medicare supplements, long term care and life insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations28 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.