Bruce Bessner
Bruce Bessner is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Round Rock, TX, with 37 years of industry experience. Bruce 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
109 South Harris Street, Suite 220, Round Rock, TX, 78664
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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
Bruce is a partner at Bessner Financial Services LLC DBA Chisholm Trail Financial Group, offering various insurance products since 2005, dedicating a few hours per week. He also owns multiple real estate rental properties and offers guidance for a P&C insurance company, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.Broker
Osaic Fs, INC.
Metlife Securities INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Trusted Advisors
Trusted Securities Advisors CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations30 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.