Jerrod Foresman
Jerrod Foresman is a registered investment advisor at Osaic Institutions, INC., based in Overland Park, KS, with 33 years of industry experience. Jerrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
7500 W 95th Street, Overland Park, KS, 66212
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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
Jerrod is a board member for Ministry Partners Investment Co. LLC, involved in church lending, dedicating minimal time. He also owns Virtue Financial Advisors LLC, an insurance agency, and Myrias Financial Management, Inc., and dedicates about 10-20% of his time to Virtue Financial Advisors LLC and about half his time to Myrias Financial Management, Inc. Jerrod is also President of Senior Plan Resources, LLC, managing and marketing Medicare Supplements.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Bankers & Investors CO.
Bankers & Investors CO.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Securities America, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
CUNA Brokerage Services, INC.Broker
Wall Street Investor ServicesBroker
Primevest Financial Services, INC.Broker
Security First Financial, INC.Broker
State Registrations3 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.