Craig Venard
Craig Venard is a registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 41 years of industry experience. Craig 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
11440 Olive Blvd, Suite 250, St. Louis, MO, 63141
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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
Craig sells and services group health, disability, dental, and life insurance to small groups, and occasionally individual life and long-term care insurance, dedicating about 10-20% of his time. He is also involved in other activities, including training organizations in leadership and communication skills, serving on the advisory board for Restore St. Louis, and being a board member for the Gateway Chapter of the Brewery Collectible Club of America, all of which take minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Premier Financial Partners, LLC
Linsco/private Ledger CORP.Broker
Ws Griffith Securities, INC.Broker
Ffp Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
New England SecuritiesBroker
State Registrations6 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.