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
2 Franklin St S, Glenwood, MN, 56334
Get directionsRegulatory History (3)
Customer Dispute
August 2020Customer Dispute
May 2017Criminal
March 1983Other Business ActivitiesSells Insurance
Timothy is involved in several business activities, including working for USAdvisors Wealth Management as a financial advisor, Eagle Bank as an employee in charge of Eagle Financial Services, and Eagle Financial Services selling financial insurance products. He also dedicates minimal time to other activities such as mystery shopping, data collection, supporting his wife's wellness business, and serving on the board of the local Chamber of Commerce.