Dustan Bowers is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 24 years of industry experience. Dustan 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
615 E. Britton Road, Oklahoma City, OK, 73114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dustan works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services. These investment-related activities take up nearly all of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Financial Network Investment CorporationBroker
Citigroup Global Markets INC.Broker
Ing Financial Advisers, LLCBroker
Citistreet Equities LLCBroker
Cigna Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations7 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.