John Cabala
John Cabala is a registered investment advisor at Osaic Wealth, INC., based in Fort Collins, CO, with 43 years of industry experience. John 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
Fort Collins, CO
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Regulatory History (1)
Criminal
July 1967Other Business ActivitiesSells Insurance
John is involved with raising and racing horses, oil and gas production, and outside sales of non-variable insurance. He also uses Global Vest Wealth Management as a DBA.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Rmin Securities, INC.Broker
Allstate Financial Services, LLCBroker
Multi-Financial Securities CorporationBroker
R.W. Smith & Associates, INC.Broker
Syndicated Capital, INC.Broker
Fundmark Investment Company Services, INC.Broker
Swift Energy Marketing CompanyBroker
Endeavor GroupBroker
Bondy-Bales Securities, INC.Broker
Market Street Securities CORP.Broker
Brock Securities CorporationBroker
H. J. Tessier & CO., INC.Broker
State Registrations4 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.