Paul Hein
Paul Hein is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Marquette, MI, with 35 years of industry experience. Paul 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
220 W. Washington, Suite 300, Marquette, MI, 49855
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Paul is the founding owner and operator of a PLLC, marketing life insurance, annuities, long-term care insurance, and disability income insurance, dedicating about 10-20% of his time. He also uses "Superiorland Financial Partners" as a marketing name for his securities, RIA, and insurance activities, which takes more than full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Edward D. Jones & CO., L.P.Broker
Quest Capital Strategies, INC.Broker
Waddell & Reed, INC.Broker
State Registrations6 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.