Trevor Anderson
Trevor Anderson is a registered investment advisor at Osaic Wealth, INC., based in Fargo, ND, with 12 years of industry experience. Trevor 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
3223 32nd Ave S Ste 202, Fargo, ND, 58103
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Trevor is an Investment Advisor Representative (IAR) managing advisory accounts with Securities America Advisors, taking about half of his time. Trevor also sells various insurance products, including life insurance and annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations4 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.