Jeff Osaer
Jeff Osaer is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
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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
Jeff works as a contractor financial professional for Spartan Wealth Management and an independent investment advisor/broker dealer representative for Cadaret Grant & Co., Inc, dedicating full-time and about half his time, respectively. He also has insurance lines for life and annuities since 2011, but this represents a minimal part of his business.
Employment History
Current Registrations
LPL Financial LLCBroker
Spartan Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.