TrueAdvisor
TrueAdvisor
AB
AB
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Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Osaic Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only

Location

920 Central Ave, Nebraska City, NE, 68410

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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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Employment History
Current Registrations
Osaic Wealth, INC.
May 2025 - Present · 9 mos
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 1 mo
State Registrations3 states
IAMONE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.