Todd Bolen
Todd Bolen is a registered investment advisor at Osaic Wealth, INC., based in Yorba Linda, CA, with 31 years of industry experience. Todd 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
22800 Savi Ranch Pkwy, Suite 222, Yorba Linda, CA, 92887
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Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Todd is an insurance agent with Woodbury Financial since 1994, providing insurance sales and service. This activity requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
CueBroker
State Registrations2 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.