Robert William Taylor

CFP

Osaic Wealth, INC.

29 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

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

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History (1)

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Customer Dispute

March 2000

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert is a manager and advisor at Wealthplan Partners, engaging in insurance sales and registered investment advisory activities since 2018. He dedicates a few hours per week to insurance sales and nearly full-time hours to the registered investment advisory.