Raymond Blunk
Raymond Blunk is a registered investment advisor at Osaic Wealth, INC., based in Carmel, IN, with 35 years of industry experience. Raymond 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
11711 N. Meridian Street, Suite 110, Carmel, IN, 46032
Get directionsHistory
Regulatory History (7)
Regulatory
January 2012Customer Dispute
November 2011Regulatory
December 2010Customer Dispute
July 2002Regulatory
June 1994Criminal
March 1980Criminal
September 1978Other Business ActivitiesSells Insurance
Raymond is an agent at Blunk Financial Group, marketing and selling fixed insurance products, and also owns Blunk Financial Group as a financial advisor. He dedicates nearly full-time hours to his role as owner and a few hours per week as an agent.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Jefferson Pilot Securities CORP
Transamerica Financial Advisors, INCBroker
Total Financial Group, INC
Jefferson Pilot Securities CorporationBroker
Pml Securities CompanyBroker
State Registrations1 state
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.