Richard Arlen Planto
Investment adviser representative at Osaic Wealth, Inc.
32 yearsExperience
1 stateRegistered in
ChFC®Designation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Pr Stonehue LtdJan 2002 to now
- Pr, LLCJan 2002 to now
- Jewish Community CenterMay 2001 to now
- Minnesota LifeMay 1994 to now
- Planto Roe & Associates IncMay 1994 to now
- Securities America AdvisorsOct 2020 to Jun 2024
- Securities America, Inc.Oct 2020 to Jun 2024
- Securian Financial Services, Inc.Apr 1994 to Oct 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1438102
- Firm CRD
- 23131