Rustan Thayer
Rustan Thayer is a registered investment advisor at Osaic Wealth, INC., based in St. Louis Park, MN, with 18 years of industry experience. Rustan 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
1650 West End Blvd, Suite 100, St. Louis Park, MN, 55416
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Regulatory History (1)
Regulatory
May 2018Other Business ActivitiesSells Insurance
Rustan works full-time as an annuity wholesaler for TruChoice since 2012. He is also an independent insurance agent and proposes fixed annuities, life, disability, and long-term care insurance as part of financial planning, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Allianz Life Financial Services, LLCBroker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations24 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.