Jeffrey Bigler is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Rochester, MN, with 37 years of industry experience. Jeffrey 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
2770 Commerce Dr Nw, Rochester, MN, 55901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is involved in numerous business activities, including officer/director roles at CFG Collective Financial Group, CEO of Advanced Financial Consultants (Securities and Fixed), and president of BFS Bigler Financial Services. He also dedicates time to roles such as treasurer of Fortuniare Foundation and co-chair of Lourdes Booster Club, along with managing rental properties and serving as a notary; his role at BFS Bigler Financial Services and Advanced Financial Consultants each take nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Intersecurities, INC.
Transamerica Financial Advisors, INCBroker
Aegon USA Securities INC.Broker
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.