Connor Mccann
Connor Mccann is a registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 2 years of industry experience. Connor 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
655 Beaver Creek Circle, Maumee, OH, 43537
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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
Connor works in financial advisory and sells/services investment products through Savage and Associates, Inc., dedicating nearly full-time hours to securities trading. He also works as an insurance agent for Savage and Associates, Inc. and as an agent selling benefits products, spending about 10-20% of his time and a few hours per week, respectively, on these activities. Connor also volunteers as a golf coach at Sylvania Northview Highschool.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations6 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.