Adam Bettis is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 18 years of industry experience. Adam 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
7500 College Blvd, Ste 500, Overland Park, KS, 66210
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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
Adam is an agent with Tax Favored Benefits, working with clients to evaluate and place life insurance and annuity contracts, dedicating about 10-20% of his time. He is also an Investment Adviser Representative with TFB Advisors, LLC, spending minimal time on general management of the organization.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Alera Investment Advisors, LLC
Previous Registrations
Tfb Advisors, LLC
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Frontier Wealth Management, LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
State Registrations6 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.