Daryl Weeden
Daryl Weeden is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sparks, NV, with 41 years of industry experience. Daryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Sparks, NV
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2012Other Business ActivitiesSells Insurance
Daryl is a Registered Representative with Weeden Capital Asset Management, providing advisory services and portfolio management, dedicating nearly full-time hours to this role. Daryl also holds a California Department of Insurance license, but has no immediate plans to use it, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
The Variable Annuity Marketing CompanyBroker
Ur Financial, INC., a California CorporationBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations8 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.
Exams
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