Thomas Parker
Thomas Parker is a registered investment advisor at Osaic Wealth, INC., based in Chicago, IL, with 32 years of industry experience. Thomas 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
8700 W. Bryn Mawr, Suite 900S, Chicago, IL, 60631
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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
Thomas is a licensed insurance agent with First Heartland Capital since 1986, selling insurance products and dedicating minimal time. He is also a VP at One Digital since 2020, spending full-time hours on retirement plan consulting, sales, and business development, and an agent/representative with All approved Multiple General Agencies since 2018, spending minimal time considering investment needs and offering products like life insurance and annuities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Resources Investment Advisors
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Protective Equity Services, INC.Broker
State Registrations17 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.