Steven Pilger
Steven Pilger is a registered investment advisor at Osaic Wealth, INC., based in Yakima, WA, with 40 years of industry experience. Steven 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
1440 North 16th Avenue, Yakima, WA, 98902
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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
Steven is an independent insurance agent selling life, accident, and health insurance, dedicating minimal time to this. He is also a principal at BBM Financial Services, Inc IRIA, and owner of multiple entities including Duck View LLC, and BBM Financial Services dba Alegria Advisors, spending about a quarter of his time as an advisor to retirement plan sponsors.
Employment History
Current Registrations
Osaic Wealth, INC.
Alegria Asset Management
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
Connecticut Mutual Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations9 states
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