CM
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Christopher Myers

2 Years of Experience
Chesterfield, MO
BrokerSells Insurance

Christopher Myers is a registered investment advisor at Osaic Wealth, INC., based in Chesterfield, MO, with 2 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

15455 Conway Road, Suite 230, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher works as an investment agent for ONESCO and is also involved with Strategic Planning and Investment (SPI) to facilitate business with OSAIC. Additionally, Christopher sells life insurance and annuities through Augustar Financial, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 11 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
On Investment Management CO
September 2023 - June 2024 · 9 mos
The O.N. Equity Sales CompanyBroker
July 2023 - June 2024 · 11 mos
State Registrations6 states
CAGAILMDMOWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.