Diana Farr
Diana Farr is a registered investment advisor at Osaic Wealth, INC., based in Garden City, KS, with 25 years of industry experience. Diana 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
502 North 7th Street, Suite B, Garden City, KS, 67846
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2017Criminal
September 1981Other Business ActivitiesSells Insurance
Diana is the president of Financial Avenues, where she sells insurance and investment products, dedicating nearly full-time hours to this role. She is also an officer of Avenues 4 Drivers LLC and the president of Farr Rentals Inc., spending a few hours per week on each of these ventures.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations12 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.