Robert Koenigbauer
Robert Koenigbauer is a registered investment advisor at Osaic Wealth, INC., based in Bowling Green, OH, with 23 years of industry experience. Robert 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
1224 W. Wooster Street, Suite C, Bowling Green, OH, 43402
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Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Robert sells insurance products through Savage & Associates and as an insurance agent, dedicating a few hours per week to each. He also serves on the finance committee for Habitat for Humanity of Wood County, spending minimal time on this activity, and works nearly full-time as a financial professional overseeing client investments.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 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.