Stephen Yager
Stephen Yager is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 54 years of industry experience. Stephen 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
300 West Douglas, Suite 306, Wichita, KS, 67202
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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
Stephen is a financial advisor rep with SagePoint Financial, dedicating about a quarter of his time to financial, estate, tax planning, investment management, and asset allocation. He also spends minimal time on various activities, including serving as a trustee for multiple trusts, a board member for charitable organizations, and selling life insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Stephen C. Yager, CFP
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Bnl Securities INC.Broker
Independent Financial Planners CorporationBroker
Waddell & Reed, INC.Broker
United Financial CorporationBroker
State Registrations13 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.