Thane Bushong
Thane Bushong is a registered investment advisor at Osaic Wealth, INC., based in Noblesville, IN, with 29 years of industry experience. Thane 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
835 Conner St, Noblesville, IN, 46060
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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
Thane is an Investment Advisor Representative (IAR) and president of Private Capital Mortgage Group, Inc. and Private Capital Management Group, Inc. He also owns rental properties and sells property and casualty insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Frontier Financial Consultants, INC.Broker
Fortis Investors, INC.Broker
State Registrations19 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.