Osaic Wealth
41yrs
Top advisor by experience in Hermantown
10yrs
Anna Graves is a fiduciary financial advisor in Hermantown, Minnesota, with 10 years in the industry. After seven years at Securities America Advisors, Anna joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 16 advisors with offices in Hermantown, and one of 15 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office5033 Miller Trunk Hwy, Hermantown, MN 55811
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2024Securities America Advisors, Inc.Previously
Contact Anna
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Anna. 5033 Miller Trunk HwyHermantown, MN 55811Office · Get directions
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Osaic Wealth at (800) 821-5100 and ask for Anna Graves. Anna works from the Hermantown, MN office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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