Hannah Behnkendorf is a registered investment advisor at Osaic Wealth, INC., based in Johnston, IA, with 9 years of industry experience. Hannah 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
5700 Merle Hay Road, Johnston, IA, 50131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hannah is a shareholder/owner of farmland through Ramaekers Farms, LLC, and also works as registered staff/principal at Central Financial Group, dedicating nearly full-time hours to this role. She also holds an officer position at South Templar Park, Inc., spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Morgan StanleyBroker
State Registrations1 state
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