Bruce Lear is a registered investment advisor at Osaic Wealth, INC., based in Grand Island, NE, with 16 years of industry experience. Bruce 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
2032 Brentwood Blvd, Grand Island, NE, 68801
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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
Bruce coaches youth soccer and high school soccer. He also sells insurance products, fixed annuities, and is an investment advisor representative, spending about half his time on the latter. Bruce also owns Calamus Advisors, Inc. and Goldenrod Star, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
First National Capital MarketsBroker
Dean Witter Reynolds INC.Broker
State Registrations29 states
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