Derek Bohne
Derek Bohne is a registered investment advisor at Osaic Wealth, INC., based in Midvale, UT, with 32 years of industry experience. Derek 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
6955 S Union Park Center, Suite 410, Midvale, UT, 84047
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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
Derek sells and services fixed insurance products and works as an advisor for Financial Strategies Institute (SAA). He also works as an agent for Financial Strategies Institute, helping clients with Medicare decisions; these activities take about 10-20% of his time each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Signator Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Equitrust Marketing Services, LLCBroker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
Mony Securities CorporationBroker
State Registrations8 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.