Steven Bullert
Steven Bullert is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in New Brighton, MN, with 29 years of industry experience. Steven 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
1987 Old Highway 8 Nw, New Brighton, MN, 55112
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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
Steven works as a tax preparer for Shavlik Financial, spending minimal time providing tax preparation services from February to April. Steven is also an insurance agent with First Resource Group, dedicating minimal time to providing life insurance, long-term care insurance, and fixed annuities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fintegra, LLC
Fintegra, LLCBroker
LPL Financial CorporationBroker
Fintegra, LLCBroker
Marquette Financial Group, INC.Broker
Investment Centers of America, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations14 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.