Milton Flanagan
Milton Flanagan is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Orland Park, IL, with 25 years of industry experience. Milton 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
15255 S 94th Ave, Suite 500, Orland Park, IL, 60462
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
January 2014Customer Dispute
January 2011Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Milton is the president of Flanagan Financial Services, Inc., where he sells fixed and non-variable annuities, dedicating about a third of his time to this activity. He also engages in various other activities, including managing a family legacy fund, teaching retirement classes, writing educational materials, and operating an LLC for tax purposes.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations26 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.