Gerald Shiner
Gerald Shiner is a registered investment advisor at Osaic Wealth, INC., based in Sterling Heights, MI, with 37 years of industry experience. Gerald 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
12900 Hall Road, Suite 110, Sterling Heights, MI, 48313
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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
Gerald is the Director of Retirement Services at Michigan Planners, a corporation focusing on company benefits, dedicating nearly full-time hours to this role. He consults on employee benefit plans, including health, disability, and non-registered retirement plans.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Prudential Investment Management Services LLCBroker
Princor Financial Services CorporationBroker
The Great-West Life Assurance CompanyBroker
Benefitscorp Equities, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations2 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.