Robin Porschen
Robin Porschen is a registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 24 years of industry experience. Robin 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
15 Sunnen Drive, Suite 100, St. Louis, MO, 63143
Get directionsHistory
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
Robin is an insurance agent since 2019, dedicating a few hours per week to this role. Robin also works full-time as a Wealth Manager under the DBA UHY Wealth and spends minimal time providing administrative assistance to tax clients at UHY Advisors.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLCBroker
LPL Financial LLC
Uhy Capital Advisors, LLC
Securities Service Network, INC.Broker
Genworth Financial Securities CorporationBroker
Centerprise Capital, LLCBroker
Pfic Securities CorporationBroker
Magna InvestmentsBroker
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.