Brent Grauberger
Brent Grauberger is a registered investment advisor at Osaic Wealth, INC., based in Kansas City, MO, with 37 years of industry experience. Brent 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
2345 Grand Blvd Ste 1625, Kansas City, MO, 64108
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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
Brent is involved in insurance sales through PGN Financial LLC as a sole proprietor since 1989. This activity requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Hibbard Brown & CO., INC.Broker
Sherwood Capital, INC.Broker
State Registrations30 states
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