Rapid City, SD Mount Rushmore Road Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.
The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.
What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.
Based on OSAIC
Location
1107 Mount Rushmore Road, Suite 1
Rapid City SD 57701
Advisors at this office
3
Advisors at this office
Austin T
Series 66
Rapid City, SD
OSAIC
Austin Trupe is a financial advisor with Osaic Wealth, Inc. based in Rapid City, South Dakota. He holds the Series 66 designation and has one year of industry experience. In addition to his work in finance, he has been involved as a live sound engineer and audio technician for local music productions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms.
Morey T
Series 66
Rapid City, SD
OSAIC
Morey Trupe is a financial advisor at OSAIC with 17 years of industry experience. He has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as a Diplomat for the Rapid City Chamber of Commerce and Elavate Rapid City, a nonprofit organization promoting local business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of investment advisory and brokerage services through an extensive network of affiliated advisors and utilizes multiple platforms and tools to construct and manage client portfolios.
Charles A
CFP®, Series 63, Series 65
Rapid City, SD
OSAIC
Charles Arbeiter is a CFP® professional with over 41 years of experience in the financial industry. He is currently with OSAIC, having joined the firm in 2023 after 12 years at FSC Securities. Outside of his advisory work, Mr. Arbeiter is involved in community activities such as serving on finance and golf committees for Young Life Ministries and holding leadership roles in local water associations. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, and retirement plan consulting through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios ranging from traditional securities to alternative investments.
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