Robert Bjorseth is a registered investment advisor at Osaic Wealth, INC., based in Leawood, KS, with 27 years of industry experience. Robert 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
Leawood, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works at OneDigital as a VP of Wealth Management, providing investment management and retirement planning services. This takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLCBroker
Bukaty Companies Financial Services
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations8 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.