Donald Roork
Donald Roork is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 52 years of industry experience. Donald 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
1700 Woodlands Dr, Suite 205, Maumee, OH, 43537
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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
Donald is involved in several outside business activities, including serving as a financial advisor successor trustee, biblical counselor, and finance committee member for his church. He also provides insurance consulting services, writes a blog called "Wisdom for the Wealthy", is President of Assetdynamics Wealth Management, and is a Branch Director for Kingdom Advisors; his insurance consulting services and Assetdynamics Wealth Management take up nearly all of Donald's time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Asset Dynamics INC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Weinrich, Zitzmann & Whitehead, INC.Broker
Fsc Securities CorporationBroker
First Affiliated Securities, INC.Broker
Travelers Equities Sales, INC.Broker
Waddell & Reed, INC.Broker
State Registrations14 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.