Gabriel Markley
Gabriel Markley is a registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 14 years of industry experience. Gabriel 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
10333 E 21st ST. N, Suite 403, Wichita, KS, 67206
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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
Gabriel is a financial advisor at Vantagepointe Financial Group, dedicating full-time hours to sales/marketing of securities, investment advisory, and insurance products. He also works as an insurance broker for health and group benefits, spending minimal time on this, and serves on the finance committee at his church for a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations22 states
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