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Dallas Wade Fagen

Osaic Wealth, Inc.

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About Dallas Wade Fagen

Dallas Fagen is an investment advisor representative at Osaic Wealth, Inc. Dallas has been in the industry since 2021. Dallas has a Series 66 license as well as a Series 7 and a SIE. Prior to joining Osaic Wealth, Inc., Dallas worked at Woodbury Financial Services, Inc. and MML Investors Services, LLC. Dallas specializes in providing financial planning services, portfolio management for businesses and individuals and pension consulting. Dallas works with individuals, high-net-worth individuals, charitable organizations, corporations and businesses, and pension and profit sharing plans.

Firm Information

Dallas Fagen is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dallas Fagen’s Registration & Firm History

ID

01/19/2024 - Present

Osaic Wealth, Inc. (BOISE ID)

ID

04/28/2023 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (BOISE ID)

ID

07/23/2021 - 12/21/2022

MML INVESTORS SERVICES, LLC (Meridian ID)

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Licenses & Designations

BOTH

Issued 11/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dallas Wade Fagen. Review regulatory record here.
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