Emiliano Alonso
Emiliano Alonso is a registered investment advisor at Osaic Wealth, INC., based in Lake Oswego, OR, with 27 years of industry experience. Emiliano 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
3 Centerpoiinte Drive, Suite 200, Lake Oswego, OR, 97035
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Regulatory History (1)
Criminal
July 1992Other Business ActivitiesSells Insurance
Emiliano is a financial advisor at Pearson Financial Group, where he reviews life insurance and long-term care insurance needs for clients, making recommendations and writing policies. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLC
LPL Financial LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Sagepoint Financial, INC.
Scheller Financial Services
Sagepoint Financial, INC.Broker
Paulson Investment Company, INC.Broker
Paulson Investment Company, INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Fahnestock & CO. INC.Broker
Josephthal & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
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.