Levi Cyphers
Levi Cyphers is a registered investment advisor at Osaic Wealth, INC., based in West Des Moines, IA, with 8 years of industry experience. Levi 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
3580 Ep True Parkway, West Des Moines, IA, 50265
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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
Levi owns a land holding company (Midwest Heritage - DBA Cyphers Brothers Enterprises), a hotel (Sunflower Inn), and leases commercial property. He also works as a financial planner and insurance agent, dedicating about half of his time to investment advisory services and a few hours per week to insurance sales and services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Midwest Heritage Financial Advisors
Previous Registrations
Securities America, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Legacy Financial
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Foresters Financial Services, INC.Broker
State Registrations1 state
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.