Noreen Clement
Noreen Clement is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 43 years of industry experience. Noreen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1341 Kapiolani Blvd, Suite 12B, Honolulu, HI, 96814
Get directionsHistory
Regulatory 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
Noreen is an insurance agent and managing member of Financial Independence Transition, LLC, dedicating about a quarter of her time to insurance sales. She also works as a financial professional and owner/agent, spending a few hours per week on insurance sales, and owns rental property, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Msi Financial Services, INC.
Metropolitan Life Insurance CompanyBroker
Msi Financial Services, INC.Broker
Ur Financial, INC.Broker
Security First Financial, INC.Broker
Ids Marketing CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.