Allan Booher
Allan Booher is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in North Owasso, OK, with 35 years of industry experience. Allan 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
12312 E 86th St, North Owasso, OK, 74055
Get directionsHistory
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
Allan is the president of Allan K. Booher, CPA., Inc., and owner of Great American Land Company, Cue Financial of Oklahoma, and MBAB, LLC. He also dedicates time as a board member for Communication Federal Credit Union and First Christian Church of Luther, and as a director for Lion Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Harbor Financial Services, LLCBroker
Harbor Financial Services, LLC
Apple Tree Investments, INC.Broker
Foothill Securities, INC.Broker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
H.D. Vest Investment Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations26 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.