Reed Rudkin is a registered investment advisor at Osaic Wealth, INC., based in Casper, WY, with 13 years of industry experience. Reed 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 North Forest Drive, Suite 100, Casper, WY, 82609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Reed owns a camper that he rents out occasionally, dedicating minimal time to it. He is also a member of Wells Asset Management, working as a financial advisor full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity Corporation
First Financial Equity CorporationBroker
State Registrations17 states
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