Anna Gorman
Anna Gorman is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Greenfield, WI, with 19 years of industry experience. Anna 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
7111 W Edgerton Avenue, Suite 302, Greenfield, WI, 53220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anna is an independent insurance agent selling fixed insurance products since 2016, dedicating full-time hours to this activity. She also owns Anna Gorman Financial, a DBA for her work with a broker/dealer, focusing on marketing and administration, also taking full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Country Capital Management CompanyBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.