Dwight O'hara
Dwight O'hara is a registered investment advisor at Osaic Advisory Services, LLC, based in Deer Lodge, MT, with 33 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
610 4th Street, Deer Lodge, MT, 59722
Get directionsHistory
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
Dwight receives legacy service fees from Western United Life Assurance and Allianz for prior fixed index annuity contracts and legacy accounts, respectively. He also owns rental property, manages client accounts through Arbor Point Advisors and Dwight O'Hara Investment Services, Inc, and is a director for two foundations.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Metropolitan Financial Services, INC.
Metropolitan Investment Securities, INC.Broker
Bts Asset Management, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
Investment Centers of America, INC.Broker
State Registrations15 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.