Gregory Collins
Gregory Collins is a registered investment advisor at Osaic Wealth, INC., based in Hastings, 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
1125 South Frontage Road, Suite 10, Hastings, MN, 55033
Get directionsHistory
Regulatory History (4)
Regulatory
November 2010Customer Dispute
April 2009Employment Separation After Allegations
April 2002Customer Dispute
April 2001Other 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.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
United Securities Alliance, INC.Broker
Fsc Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations20 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.