Douglas Buehler
Douglas Buehler is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bismarck, ND, with 28 years of industry experience. Douglas 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
419 Riverwood Dr, Ste 102, Bismarck, ND, 58504
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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
Douglas is an investment advisor representative with Securities America Advisors since 2011, dedicating nearly full-time hours to this role. He also sells insurance products, spending minimal time on this activity, and is a director for the Bismarck Sertoma Club.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Salomon Smith Barney INC.Broker
State Registrations1 state
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