Terry Nordmeyer
Terry Nordmeyer is a registered investment advisor at Osaic Wealth, INC., based in Kankakee, IL, with 34 years of industry experience. Terry 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
275 E Court St, Suite 208, Kankakee, IL, 60901
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2016Customer Dispute
September 2014Other Business ActivitiesSells Insurance
Terry is the owner of a sole proprietorship established in 1977, providing assistance with non-security products like health and life insurance. This activity requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations7 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.