Rusti Anderson
Rusti Anderson is a registered investment advisor at Osaic Wealth, INC., based in Yuba City, CA, with 35 years of industry experience. Rusti 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
1528 Poole Blvd, Suite E, Yuba City, CA, 95993
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Rusti organizes a memorial sporting clays shoot for fundraising, owns The Integrity Group (securities, insurance, annuities, REITs, medical insurance), R.L. Keeley and Associates (consulting), and a revocable trust for his business building. The Integrity Group takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
State Registrations17 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.