Lauren Pedersen is a registered investment advisor at Osaic Wealth, INC., based in Verona, WI, with 42 years of industry experience. Lauren 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
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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
Verona, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lauren is a registered investment advisor representative with Royal Alliance Advisory Services since 2010. She spends about a quarter of her time managing client accounts, monitoring assets, and advising clients on portfolio allocations.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Norsk Investment Advisers, LLC
Integrated Resources Equity CorporationBroker
State Registrations14 states
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