Blake Gleason
Blake Gleason is a registered investment advisor at Osaic Wealth, INC., based in Minnetonka, MN, with 4 years of industry experience. Blake 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
10900 Wayzata Blvd, Suite 100, Minnetonka, MN, 55305
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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
Blake operates Innovative Planning Group and Front Point Financial as DBAs for his LPL business. He also provides investment advisory services through Great Valley Advisor Group, Inc., dedicating full-time hours to this activity, and works as a financial advisor for IPG Risk Management, spending about a quarter of his time there.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Great Valley Advisor Group, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations8 states
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