Alexander Pruitt is a registered investment advisor at Osaic Wealth, INC., based in Roseville, MN, with 16 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
2573 Hamline Ave N, Ste B, Roseville, MN, 55113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander works as a consultant for Allcat Claims & Alacrity Claims, dedicating a few hours per week to assessing property damages. He is also part owner of Goal Kick Sporting Goods and the owner of AGP Financial, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Fintegra, LLC
Fintegra, LLCBroker
Waddell & Reed, INC.Broker
State Registrations16 states
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