Marc Geels
Marc Geels is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sioux City, IA, with 34 years of industry experience. Marc 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
5764 Sunnybrook Dr., Sioux City, IA, 51106
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Regulatory History (1)
Regulatory
April 2005Other Business ActivitiesSells Insurance
Marc is the owner/CEO of EFS Wealth Management, Inc., an operating entity for financial purposes and insurance sales, dedicating a few hours per week. He also owns EFS Group LLC, focusing on insurance sales related to retirement and financial planning, and Wealth Plan Partners LLC, where he helps set the company's direction and goals, each taking a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Fidelity Equity Services CorporationBroker
State Registrations30 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.