Amanda Branon
Amanda Branon is a registered investment advisor at Osaic Wealth, INC., based in Casper, WY, with 15 years of industry experience. Amanda 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
643 S Durbin Street, Casper, WY, 82601
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Regulatory History (1)
Criminal
April 2002Other Business ActivitiesSells Insurance
Amanda is an insurance agent offering disability, long-term care, and traditional life insurance, along with fixed annuities, dedicating a few hours per week. She also owns Holistic Planning, LLC, which manages business expenses and offers insurance products, and KELD LLC, which manages business expenses.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Riverstone Wealth Management, INC.Broker
State Registrations27 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.