Forrest Bouyer
Forrest Bouyer is a registered investment advisor at Osaic Wealth, INC., based in Okemos, MI, with 18 years of industry experience. Forrest 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
2163 University Park Dr, Suite 110, Okemos, MI, 48864
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Regulatory History (1)
Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Forrest is an agent for Wealth Advisors of the Great Lakes, focusing on fixed insurance sales, dedicating a few hours per week. He also serves as a volunteer board member for Petals & Pinecones and Elite Nation Basketball, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations13 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.