Robin Carmichael is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Rochester, MN, with 25 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
2770 Commerce Drive Nw, Rochester, MN, 55901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin is a trustee for a family member's trust and an OSJ Branch Manager for multiple entities, dedicating full-time hours to these roles. Robin also co-owns Christopher Robin Enterprises, LLC, a custom engraving/gift/sign business, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
World Group Securities, INC.Broker
World Group Securities, INC.Broker
Transamerica Financial Advisors, INCBroker
Intersecurities, INC.Broker
State Registrations2 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.