Gary Lage
Gary Lage is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Pelican Rapids, MN, with 44 years of industry experience. Gary 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
47 North Broadway, Pelican Rapids, MN, 56572
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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
Gary sells fixed insurance, life, disability, and annuity products, dedicating about 10-20% of his time to this activity. He also provides retirement advisory services and sells EIAs, spending about a quarter of his time on the former.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Advisornet Wealth Management
Investment Advisors
Proequities, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Intersecurities, INC.Broker
Financial Network Investment CorporationBroker
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
Walnut Street Securities, INC.Broker
First Affirmative Financial Network, INC.Broker
Century Investors of America, INC.Broker
Anchor National Financial Services, INC.Broker
MML Investors Services, INC.Broker
Travelers Equities Sales, INC.Broker
St. Paul Investors, INC.Broker
Pomoco Securities CO., INC.Broker
St. Paul Investors, INC.Broker
Nml Equity Services, INC.Broker
State Registrations7 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.