Gregory Mortenson
Gregory Mortenson is a registered investment advisor at Osaic Wealth, INC., based in Minnetonka, MN, with 33 years of industry experience. Gregory 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
10900 Wayzata Blvd, Suite 620, Minnetonka, MN, 55305
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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
Gregory is an Investment Advisor Representative and registered representative at Capstone Advisory Group since 2010, dedicating full-time hours to providing investment advice and selling commissionable products. He also works as an insurance agent at Capstone Advisory Group since 1992, spending minimal time on sales of long-term care, life, and disability insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Capstone Advisory Group LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Financial Network Investment CorporationBroker
New England SecuritiesBroker
State Registrations13 states
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