Cliff Vanittersum
Cliff Vanittersum is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 43 years of industry experience. Cliff 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
2 City Place Dr, Suite 30, St. Louis, MO, 63141-7096
Get directionsHistory
Regulatory History (2)
Regulatory
February 2004Investigation
October 2003Other Business ActivitiesSells Insurance
Cliff is an insurance agent selling individual life and health insurance policies, dedicating minimal time to this activity. He is also an investment advisor with Pines Wealth Management LLC, providing investment advisory services and spending a few hours per week on this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Pines Wealth Management, LLC
Royal Alliance Associates, INC.
Pines Financial Group, INC.
New England SecuritiesBroker
Walnut Street Securities, INC.Broker
Arlington Securities, INC.Broker
American Capital Equities, INC.Broker
New England Securities CorporationBroker
State Registrations14 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.