Phung Van is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 11 years of industry experience. Phung 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
125 N Market, Ste 1608, Wichita, KS, 67202
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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
Phung brokers non-registered insurance products through outside carriers and operates under the DBA name of Premier Asset Solutions Inc. for selling New York Life products and services, also brokering non-registered insurance products; Phung also owns rental real estate and is a statutory agent for Greenlight Plan and Greenlight Group, providing financial planning services, dedicating full-time hours to these roles.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 states
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