James Meyer
James Meyer is a registered investment advisor at Osaic Wealth, INC., based in Sauk Centre, MN, with 37 years of industry experience. James 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
616 Sinclair Lewis Avenue, Sauk Centre, MN, 56378
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
James owns Meyer Financial, LLC, preparing income tax returns for about 10-20% of his time during tax season. He is also a licensed insurance agent selling fixed insurance products, fixed annuities, and life insurance, and services clients through Financial Dimensions Group and OSAIC Wealth, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Financial Dimensions Group, INC.
Invest Financial CorporationBroker
Qa3 Financial CORP.Broker
Royal Alliance Associates, INC.Broker
Secura Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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.