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Nyles Gentz

29 Years of Experience
Buffalo, MN
1 DisclosureBrokerSells Insurance

Nyles Gentz is a registered investment advisor at Osaic Wealth, INC., based in Buffalo, MN, with 29 years of industry experience. Nyles 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

1 1st AVE SOUTH, Buffalo, MN, 55313

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008
Denied
Other Business ActivitiesSells Insurance

Nyles is the owner of Gentz Financial Services Inc., an independent insurance agency, dedicating more than full-time hours to it. He also owns a farm, has partnership/ownership in multiple properties, is a notary public, and co-authors a book.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Osaic Wealth, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
March 2019 - January 2024 · 4 yrs 10 mos
Woodbury Financial Services, INC.
March 2019 - January 2024 · 4 yrs 10 mos
Questar Asset Management, INC.
January 2014 - March 2019 · 5 yrs 2 mos
Questar Capital CorporationBroker
June 2011 - March 2019 · 7 yrs 9 mos
Workman Securities CorporationBroker
May 2006 - June 2011 · 5 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
October 2004 - June 2006 · 1 yr 8 mos
Intersecurities, INC.Broker
September 1996 - October 2004 · 8 yrs 1 mo
State Registrations9 states
ALAZFLMNNENVSDTNWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.