Bryon Oines
Bryon Oines is a registered investment advisor at Osaic Wealth, INC., based in Sioux City, IA, with 15 years of industry experience. Bryon 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
1119 4th Street, Suite 212, Sioux City, IA, 51101
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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
Bryon is the point of contact for property management of a retail space and dedicates minimal time to this uncompensated role. He also works as a registered representative and wealth manager for EFS Group Wealth Management, selling life and health insurance products and advising clients on financial and retirement planning, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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.