Andrew Burdsall
Andrew Burdsall is a registered investment advisor at Osaic Wealth, INC., based in Louisville, KY, with 26 years of industry experience. Andrew 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
6006 Brownsboro Park Blvd, Suite D, Louisville, KY, 40207
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2019Customer Dispute
December 2010Customer Dispute
August 2010Customer Dispute
July 2010Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Andrew is involved in various business activities, including serving as a board member for a condo owners' association, owning Riverbend Tax Services and Bookkeeping, and participating on a 403(b) advisory committee. He also owns rental property, co-facilitates a high school class, markets financial services to physicians through Riverbend Physicians LLC, is a founding director of Timecentric Inc, and is a member of two LLCs involved in real estate restoration and home improvement, and provides insurance products through Riverbend Financial Group, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Ameriprise Financial Services, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations24 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.