Grant Tolman
Grant Tolman is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 26 years of industry experience. Grant 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
6801 West 107th Street, Suite 104, Overland Park, KS, 66212
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Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Grant is the President of G.E. Tolman & Co., through which he receives fixed insurance commissions, and President of Grant Tolman Financial Services, a DBA for fixed insurance, investments, and financial planning. He also manages an investment partnership with his sister through LGB Enterprises, LLC and serves as co-trustee for his family's trust.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Linsco/private Ledger CORP.Broker
Edward JonesBroker
State Registrations4 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.