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Randy Chin

25 Years of Experience
Fort Wayne, IN
2 DisclosuresBrokerSells Insurance

Randy Chin is a registered investment advisor at Osaic Wealth, INC., based in Fort Wayne, IN, with 25 years of industry experience. Randy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

927 South Harrison St., Suite 303, Fort Wayne, IN, 46802

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Closed-No Action
Customer Dispute
December 2015
Settled
Other Business ActivitiesSells Insurance

Randy referees and coaches youth hockey for the McMillan Parks Department, dedicating a few hours per week. He also sells fixed/indexed annuities, traditional life insurance, and group protection insurance products, and owns rental real estate, dedicating minimal time to each.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2025 - Present · 1 yr 4 mos
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Fa, INC.
October 2019 - January 2025 · 5 yrs 3 mos
Osaic Fa, INC.Broker
December 2000 - January 2025 · 24 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
December 2000 - June 2006 · 5 yrs 6 mos
State Registrations17 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.