Jeffrey Scheithe
Jeffrey Scheithe is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Warrenville, IL, with 40 years of industry experience. Jeffrey 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
27575 Ferry Rd Ste 100, Warrenville, IL, 60555
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Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Jeffrey is the President of SAI Financial Services Inc and Advisor Edge Financial Group LLC, focusing on financial, tax, and investment planning, consulting, and insurance, dedicating full-time and about a quarter of his time, respectively. He is also a managing member of Marsch Company LLC and SAI Tax Solutions LLC, and a member of Crete Steger Road Development LLC, spending minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Brewer Financial Services, LLCBroker
Brewer Investment Advisors LLC
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Dreher & Associates, INC.Broker
State Registrations40 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.