Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julieann is the President and Owner of Sincere Financial, Ltd., a flow-through entity for tax purposes, and the President of Kingswood Farm Homeowners Association. She is also a financial advisor at Everest Financial Group, LLC, dedicating nearly full-time hours to registered investment advisory activities and financial planning, and spends a few hours per week at USAdvisors Insurance Agency providing insurance solutions.