Aaron Schrader

Osaic Wealth, INC.

2 Years of Experience

1 DisclosureBroker

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

6425 Youree Drive, Suite 530, Shreveport, LA, 71105

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

September 2018

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Aaron owns Havoc Investment Services LLC, which appears to be a pass-through entity for compensation. He dedicates minimal time to this activity.

Employment History

Current Registrations

Osaic Wealth, INC.

November 2025 - Present · 3 mos

Osaic Wealth, INC.Broker

November 2025 - Present · 3 mos

Previous Registrations

MML Investors Services, LLC

May 2025 - October 2025 · 5 mos

MML Investors Services, LLCBroker

May 2025 - October 2025 · 5 mos

First Command Advisory Services

July 2023 - May 2025 · 1 yr 10 mos

First Command Brokerage Services, INC.Broker

April 2023 - May 2025 · 2 yrs 1 mo

State Registrations2 states

ARLA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.