Richard Mills
Richard Mills is a registered investment advisor at Osaic Wealth, INC., based in Gahanna, OH, with 32 years of industry experience. Richard 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
Gahanna, OH
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Regulatory History (1)
Financial
May 2017Other Business ActivitiesSells Insurance
Richard is an independent insurance agent for various companies through Bishoff Financial Group (since 2004) and Bishoff Insurance Agency (since 2023), dedicating nearly full-time hours to these activities. He is also an advisory representative of an RIA through CIRA and provides administrative tax services through Bishoff Tax Advisors, dedicating minimal time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Ameritas Investment CORP.Broker
Intersecurities, INC.Broker
State Registrations1 state
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.