Doreen Weber
Doreen Weber is a registered investment advisor at Osaic Wealth, INC., based in Forest Lake, MN, with 37 years of industry experience. Doreen 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
25 North Lake Street, Suite 310, Forest Lake, MN, 55025
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2018Customer Dispute
October 2014Other Business Activities
Doreen works full-time as a Compliance and Supervision Specialist for Five Star Financial Resources, serving as an employee and OSJ delegate.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Fsc Securities Corporation
Royal Alliance Associates, INC.
Sagepoint Financial, INC.
Royal Alliance Associates, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sagepoint Financial, INC.Broker
Fsc Securities CorporationBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Fintegra, LLC
Fintegra, LLCBroker
Capitalquest Securities, INC.Broker
Fintegra, LLCBroker
Miller, Johnson & Kuehn, IncorporatedBroker
Granite Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Marquette Financial Services, INC.Broker
Citicorp Select InvestmentsBroker
Dougherty, Dawkins, Strand & Yost IncorporatedBroker
Mabon, Nugent & CO.Broker
Askar CORP.Broker
State Registrations1 state
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.