Douglas Ohm
Douglas Ohm is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 48 years of industry experience. Douglas 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
1065 N 115th St Ste 210, Omaha, NE, 68154
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Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Douglas is an insurance agent selling fixed insurance and health insurance products since 1989. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Gwr Investments, INC.
Gwr Investments, INC.Broker
MML Investors Services, INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations5 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.