David Mcmillin
David Mcmillin is a registered investment advisor at Osaic Wealth, INC., based in Allen Park, MI, with 35 years of industry experience. David 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
9841 Reeck Rd, Allen Park, MI, 48101
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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
David is involved in insurance sales, specifically fixed and life insurance, and fixed annuities. He also serves as a Church Elder and dedicates about 10-20% of his time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ambassador Advisors, LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Park Place Financial Group
Sunamerica Securities, INC.Broker
Mariner Financial Services, INC.Broker
First of Michigan CorporationBroker
State Registrations20 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.