Garth Terlizzi is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 44 years of industry experience. Garth 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
101 South 108th Avenue, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Garth owns Get Financial Services, Inc., an entity used for business expenses, and operates as a sole proprietor under Securities America. He is also an investment advisor with Wealthplan Partners, dedicating about a third of his time, and owns rental properties through Papa Nana, LLC and Get Properties, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Previous Registrations
Securities America, INC.Broker
Wealthplan Partners
LPL Financial LLC
LPL Financial LLCBroker
Dean Witter Reynolds INC.Broker
Dain, Bosworth IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations6 states
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