Noel Bennett is a registered investment advisor at Osaic Wealth, INC., based in Tulsa, OK, with 38 years of industry experience. Noel 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
6660 S Sheridan Rd, Suite 260, Tulsa, OK, 74133
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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
Noel is a registered representative with 520 Associates LLC, dedicating full-time hours to this role. He also manages two family trusts and owns Bennett Financial Services, an insurance agency where he sells and services various insurance products, spending about 10-20% of his time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Brokers Transaction Services, INC.Broker
Patterson Icenogle, INC.Broker
First Investors CorporationBroker
State Registrations31 states
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