Rian Mcgill
Rian Mcgill is a registered investment advisor at Osaic Wealth, INC., based in Council Bluffs, IA, with 21 years of industry experience. Rian 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
421 W Broadway, Ste 405, Council Bluffs, IA, 51503
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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
Rian works as an insurance agent for American Wealth Partners, dedicating about 10-20% of their time to insurance sales. Rian also spends a few hours per week with the Iowa Western Chain Gang and about half their time as a contractor for SAA Advisory.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Equitrust Marketing Services, LLCBroker
State Registrations18 states
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