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Gregory Collins

Osaic Wealth, INC.
33 Years of Experience
Hastings, MN
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Gregory Collins is a registered investment advisor at Osaic Wealth, INC., based in Hastings, MN, with 33 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Osaic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9240 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

View Full SEC Brochure

Location

1125 South Frontage Road, Suite 10, Hastings, MN, 55033

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2010
Final
Customer Dispute
April 2009
Closed-No Action
Employment Separation After Allegations
April 2002
Customer Dispute
April 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory is the president and 100% owner of Collins Wealth Management, which does business as asset management and fixed insurance, dedicating nearly full-time hours to it. He is also president of Collins Financial LTD and a sales agent for multiple insurance companies, including Ohio National Life Insurance, spending a few hours per week on the latter.

Employment History
Current Registrations
Osaic Wealth, INC.
October 2024 - Present · 2 yrs
Osaic Wealth, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
American Portfolios Advisors, INC
March 2007 - October 2024 · 17 yrs 7 mos
American Portfolios Financial Services, INC.Broker
February 2007 - October 2024 · 17 yrs 8 mos
United Securities Alliance, INC.Broker
June 2003 - February 2007 · 3 yrs 8 mos
Fsc Securities CorporationBroker
April 2002 - May 2003 · 1 yr 1 mo
Lutheran Brotherhood Securities CORP.Broker
March 1993 - April 2002 · 9 yrs 1 mo
State Registrations20 states
ARAZCACOFLIAIDILINMIMNMTNDNMNVOHSCSDTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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