William Steckelberg
William Steckelberg is a registered investment advisor at Osaic Wealth, INC., based in La Crosse, WI, with 43 years of industry experience. William 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
3626 East Avenue South, La Crosse, WI, 54601
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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
William is an independent insurance agent and partner in River Capital Management and Willamette Financial Group LLC, overseeing operations, recruiting, and training, and managing insurance sales. He also holds various positions including Investment Advisory Representative with SagePoint Financial, MBO manager for River Insurance Services, and member of several LLCs, dedicating full-time hours to some roles and minimal time to others.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Spelman & CO., INC.Broker
Sentra Securities CorporationBroker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
The Variable Annuity Marketing CompanyBroker
Harbour Investments, INC.Broker
Hydra Securities CorporationBroker
Geneva Securities,inc.Broker
I.M. Simon & CO., INC.Broker
Capitol City Investments, INC.Broker
State Registrations27 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.