Bradley Dewald
Bradley Dewald is a registered investment advisor at Osaic Wealth, INC., based in Cooperstown, ND, with 20 years of industry experience. Bradley 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
918 Burrel Avenue, Cooperstown, ND, 58425
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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
Bradley is a board member for Cooperstown Medical Center Foundation and Steele Trail Mutual Insurance, and a notary public. He also works as a loan officer for Bravera Bank, sells fixed insurance under Bravera Planning & Investing, and coaches junior high football, dedicating about half his time to the loan officer position.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations10 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.