Gregory Casper
Gregory Casper is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sheboygan, WI, with 13 years of industry experience. Gregory 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
625 N 8th Street, Sheboygan, WI, 53081
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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
Gregory owns Casper Enterprises LLC, a real estate investment, and is an affiliated advisor with Tenacity Advisory Group, Inc. Gregory is also a representative with The Financial Group, Inc., offering fixed insurance products, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Filbrandt Investment Advisers Incorporated
State Registrations21 states
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