Shayne Kuebler
Shayne Kuebler is a registered investment advisor at Osaic Wealth, INC., based in Hayden, ID, with 26 years of industry experience. Shayne 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
8785 North Government Way, Hayden, ID, 83835
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2010Customer Dispute
June 2010Customer Dispute
April 2010Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Shayne is a managing member of Centennial Investors, L.L.C., managing investment real estate, and is involved with his children's schools. He is also an investment advisor representative with The Retirement Group and owner/agent of Kuebler, Inc., spending about half his time on the latter, selling various insurance products, and dedicates a few hours per week to Storm Athletics, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
The Retirement Group, LLC
The Retirement Group, LLC
Fsc Securities CorporationBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Great Northern Financial Securities, INC.Broker
First Montauk Securities CORP.Broker
Metropolitan Investment Securities, INC.Broker
State Registrations13 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.