Keith Hullum
Keith Hullum is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bingham Farms, MI, with 21 years of industry experience. Keith 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
30150 Telegraph, Ste 175, Bingham Farms, MI, 48025
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Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Keith is an insurance agent selling disability insurance and fixed annuities, dedicating minimal time to this activity. He is also the owner of Lovelace and Hullum Financial Group, his DBA for securities, insurance, and financial services, taking more than full-time hours, and a consultant for health insurance, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 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.