BH
BH

Bronson Hindman

22 Years of Experience
Grand Rapids, MI
1 DisclosureBrokerSells Insurance

Bronson Hindman is a registered investment advisor at Osaic Wealth, INC., based in Grand Rapids, MI, with 22 years of industry experience. Bronson 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

Loading...

Location

3333 Evergreen Drive N.E., Suite 200, Grand Rapids, MI, 49525

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1995
Final Disposition
Other Business ActivitiesSells Insurance

Bronson works as an insurance broker selling property and casualty insurance, life insurance, annuities, long-term care, and disability insurance. He also works as an investment advisor for Vantagepointe, dedicating nearly full-time hours to sales/marketing of securities, investment advisory, and insurance products.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Signator Investors, INC.
June 2016 - November 2018 · 2 yrs 5 mos
Signator Investors, INC.Broker
November 2003 - November 2018 · 15 yrs
State Registrations14 states
AZCOFLGAIDILKYMAMIOHRITXVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Bronson Hindman - Financial Advisor | TrueAdvisor