Curtis Levalley
Curtis Levalley is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Lincoln, NE, with 33 years of industry experience. Curtis 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
5700 Old Cheney Road, Suite 3, Lincoln, NE, 68516
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 1995Customer Dispute
November 1993Other Business ActivitiesSells Insurance
Curtis is a financial advisor and insurance broker through LeValley Wealth Management, dedicating nearly full-time hours to sales/marketing of securities, investment advisory, and insurance products including fixed annuities and non-variable insurance. He also serves as a backup trustee and power of attorney for his mother, spending minimal time on these roles.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Ameritas Investment CORP.Broker
Smith Hayes Financial Services CorporationBroker
Howe Barnes Investments, INC.Broker
Geneva Securities,inc.Broker
Oppenheimer & CO., INC.Broker
Geneva Securities,inc.Broker
Brooks Weinger Robbins & Leeds INC.Broker
State Registrations18 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.