Daniel Beeson is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 21 years of industry experience. Daniel 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
10040 Regency Cir, Ste 340, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works full-time as a business development consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in May 2022.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Pacific Select Distributors, LLCBroker
State Registrations10 states
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