Grant Tolman
Grant Tolman is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 27 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
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.
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.
Exams
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