Gregory Bremer
Gregory Bremer is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 22 years of industry experience. Gregory 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
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
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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
Gregory is VP of Sales at Area Financial Services, Inc. since 2012, dedicating about half his time to insurance and employee benefits sales and service. He is also a senior account manager at One Digital since 2020, spending about 10-20% of his time as an employee benefits consultant and selling insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
LPL Financial LLC
LPL Financial LLCBroker
Fsc Securities CorporationBroker
MML Investors Services, INC.Broker
State Registrations6 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.