Paul Grutzner is a registered investment advisor at Osaic Wealth, INC., based in Bellevue, WA, with 37 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
10900 NE 8th St., Suite 750, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a board member at Veristone Capital, a real estate lending company, and co-owns real estate (land) through PB REO. He also works at Gallagher Benefit Services and Gallagher Fiduciary Advisors, dedicating about a quarter of his time and nearly full-time, respectively, to retirement plan consulting.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Financial Advocates Investment Management
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations16 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.