Andre C Selfa

Osaic Advisory Services, LLC

13 Years of Experience

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Firm Information

Osaic Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

341 advisors

Number of Clients

28,410 clients

Average Client Portfolio

$439K average

Assets Under Management

$12.5B

Fee Structure

This firm offers various advisory programs, including managed accounts and third-party managed solutions. Financial planning and consulting services are also available, with fees determined by the specific services provided. Advisory representatives may receive commissions from securities or insurance products purchased through them, creating a potential conflict of interest. The fees, payment structure, and termination features vary by program and are detailed in the respective program brochures and agreements.

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners

Advisor Information

Office location

2009 Walla Walla Ave Ste A, Walla Walla, WA, 99362

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2021

Denied

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Other Business ActivitiesSells Insurance

Andre works as a financial advisor for Pinnacle Ascent Wealth Management/Arbor Point Advisors, dedicating full-time hours to advisory and financial planning services. He also works as an advisor for fixed insurance products, including fixed annuities and term life insurance, spending minimal time on this activity.