Donald Skadow
Donald Skadow is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Sycamore, IL, with 44 years of industry experience. Donald 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
204 S Main St, Sycamore, IL, 60178
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Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Donald is an agent for Crump Life Insurance since 2015, selling life insurance, long-term care insurance, and fixed annuities, dedicating a few hours per week. He is also a registered representative with Service 1 Financial Group since January 2024, spending about a quarter of his time, with most of his time spent on securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
MML Investors Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.