Donald Mathias
Donald Mathias is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Brookfield, WI, with 15 years of industry experience. Donald 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
300 N Executive Dr Ste 125, Brookfield, WI, 53005
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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
Donald is the President/CEO of Securities America, providing financial planning and asset management, and an IAR with Advisory SAA. He also owns rental property through Don's Holdings LLC, engages in insurance sales, and is the Owner/Advisor for Real Wealth Advisors, LLC, offering financial planning and consulting services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Real Wealth Advisors LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Alliance Wealth Management Milwaukee, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
First Midwest Securities, INC.Broker
State Registrations12 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.