Dennis Rife
Dennis Rife is a registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 31 years of industry experience. Dennis 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
655 Beaver Creek Circle, Maumee, OH, 43537
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Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Dennis is a trustee, a deacon, and an advisory board member, dedicating minimal time to each. He also works as an insurance agent and financial professional for Savage & Associates, spending nearly full-time hours overseeing client investments and about 10-20% of his time selling life, health, and disability insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
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.