Jane Snyder
Jane Snyder is a registered investment advisor at Osaic Wealth, INC., based in Green Bay, WI, with 40 years of industry experience. Jane 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
2643 Libal St, Ste C, Green Bay, WI, 54301
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2010Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Jane is the President of Snyder Financial Strategies, Inc., where she provides tax preparation, sells insurance and fixed annuities, and receives rental income. She is also an Affiliated Advisor at Tenacity Advisory Group, Inc., where she shares best practices, but dedicates minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Elan Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations9 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.