Albert Jansen
Albert Jansen is a registered investment advisor at Osaic Advisory Services, LLC, based in Wichitia, KS, with 24 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
10011 West 21st Street N, 109, Wichitia, KS, 67205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert is an IAR at Arbor Point Advisory (full-time), owner of a tax and accounting consulting practice (about 10-20% of his time), and owns rental real estate (a few hours per week). He also owns Heritage Private Wealth Management, LLC, where he sells insurance as needed for financial planning clients (a few hours per week), manages farmland through OJP Investments, LLC (minimal time), and manages assets inherited with his sisters through ADK Investments, LLC (minimal time).
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations9 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.