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Credentials
Series 63
Experience Industry experience
33 years
Location
Deer Lodge, MT 59722
Osaic Advisory Services, LLC
Enterprise
Dwight O'hara is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. He holds a Series 63 designation and has previously worked with Arbor Point Advisors, Securities America, Inc., Cetera Advisors LLC, and KMS Financial Services. O'hara serves as a director for the Kohrs Library Foundation and the Foundation for the Diocese of Helena, where he is involved in managing or overseeing investment portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other services through multiple program models, utilizing a combination of proprietary and third-party platforms.
Based on Osaic Advisory Services, LLC
Fixed fees up to $25,000 for financial planning and consulting services; fixed fees for retirement plan consulting services from $1,000 to $100,000
$0+: up to 2.50% annually on Ally and Counsel Programs (negotiable) $0+: up to 3.00% annually on Plan Participant Retirement Program (negotiable, can be fixed % or tiered schedule)
Commissions earned by Advisory Representatives acting as registered representatives of Osaic Wealth when purchasing securities or insurance products
Hourly fees ranging from $0 to $750 per hour for financial planning and consulting services; hourly rates of $50 to $300 per hour for retirement plan consulting services
Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed per account to the advisor Fee-only: Fixed fees up to $25,000 for financial planning and consulting services; hourly fees ranging from $0 to $750 per hour (not exceeding $25,000 total); retirement plan consulting fees can be fixed fee ($1,000 - $100,000), hourly ($50 - $300 per hour), or basis points up to 1.25%
Deer Lodge, MT
610 4th Street
Deer Lodge MT 59722
Advisors at this office
1
Montana · Texas
33 years of industry experience
Osaic Advisory Services, LLC
2024 - Present • 2 years
Atlanta, GA
OSAIC
2024 - Present • 2 years
Deer Lodge, MT
Arbor Point Advisors
2020 - 2024 • 4 years
Deer Lodge, MT
SECURITIES AMERICA, inc.
2020 - 2024 • 4 years
Deer Lodge, MT
Securities America Advisors, Inc.
2020 - 2024 • 4 years
Deer Lodge, MT
KMS Financial Services, Inc.
2019 - 2020 • 1 year
Seattle, WA
Cetera Advisors LLC
2013 - 2019 • 6 years
Denver, CA
Pacific West Financial Consultants Inc
2004 - 2012 • 8 years
Anaconda, MT
Metropolitan Financial Services, Inc.
2003 - 2003 • 1 year
Anaconda, MT
Bts Asset Management, Inc.
2002 - 2003 • 1 year
Anaconda, MT
Sentra Securities Corporation
2002 - 2003 • 1 year
Anaconda, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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