Aaron Plaskas
Aaron Plaskas is a registered investment advisor at Osaic Wealth, INC., based in Des Moines, IA, with 8 years of industry experience. Aaron 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
510 East Locust Street, Suite 200, Des Moines, IA, 50309
Get directionsHistory
Regulatory History (1)
Criminal
February 1993Other Business ActivitiesSells Insurance
Aaron is an agent and co-owner of Inspired DSM, LLC, selling property and casualty insurance, dedicating about a quarter of his time. He is also an agent for Inspire Financial DSM, selling accident, health, and property & casualty insurance, as well as commission-based group benefits, dedicating about half his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations10 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.