Trina Urban is a registered investment advisor at Osaic Wealth, INC., based in Rochester, MN, with 29 years of industry experience. Trina 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
2770 Commerce Drive Nw, Rochester, MN, 55901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trina's primary activity is investment analysis and portfolio analysis through Advanced Financial/Advanced Financial Consultants, taking significantly more than full-time. She also serves as a notary, holds POA for three individuals, is a secretary and board member for a non-profit, and Bigler Financial Services is only used for payroll.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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