Paul Loner
Paul Loner is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Rockford, IL, with 23 years of industry experience. Paul 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
555 S Perryville Rd, Ste 201, Rockford, IL, 61108
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Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Paul dedicates a full-time commitment to Service 1 Financial Group, doing business as DPL Asset Management, LLC, and is also involved in other ventures. These include fixed insurance sales, owning Bruch Insurance Associates (selling health insurance and Medicare supplement insurance), and serving as a board member for Timberlane Village and Pregnancy Care Center.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waterstone Financial Group, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations34 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.