Alexander Bush is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Blaine, MN, with 18 years of industry experience. Alexander 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
4325 Pheasant Ridge Drive Ne, Suite 603, Blaine, MN, 55449
Get directionsHistory
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
Alexander is an independent insurance agent selling non-variable insurance since 2008 and a financial advisor doing business as Munkeby Financial, Inc. since 2017. He also owns real estate and acts as a landlord since 2022.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
My Legacy Advisors, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations11 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.