Tristan Block is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 8 years of industry experience. Tristan 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
1900 N. Amidon, Suite 217, Wichita, KS, 67203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tristan is the President and Owner of Impact Financial Partners, Inc., an S Corp, since 2022. He dedicates nearly full-time hours to his duties as owner, manager, registered representative, and advisor in the securities industry.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations21 states
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