Darren Gray
Advisor at OSAIC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at OSAIC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Overland Park, KS 66211
Credentials
CFP®, Series 66
Industry experience
22 years
Darren Gray is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Osaic Wealth, Inc., having joined the firm in 2024 after nine years at Securities America Advisors. He also operates Freedom Peak Financial, a financial services business based in Overland Park, KS. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and custodial platforms, supporting over 6,000 advisors and managing approximately $200 billion in assets.
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.
$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.
7007 College Blvd., Suite 310
Overland Park, KS 66211
Florida · Kansas · Texas
OSAIC
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Securities America Advisors
2015 - 2024 (9 years)
Securities America Inc
2015 - 2024 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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