Brian Honn
Brian Honn is a registered investment advisor at Osaic Wealth, INC., based in Minneapolis, MN, with 34 years of industry experience. Brian 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
3034 Lyndale Ave S, Minneapolis, MN, 55408
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business Activities
Brian is a trustee for several trusts, including trusts for his daughters, parents, and brothers. He also has ownership or trustee positions in multiple LLCs related to properties and land, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLCBroker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Craig-Hallum, INC.Broker
R.J. Steichen & CompanyBroker
State Registrations10 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.