Lynn Waddell
Lynn Waddell is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Regent, ND, with 38 years of industry experience. Lynn 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
101 1st Street E, Regent, ND, 58650
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Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Lynn co-owns and manages the Lynn & Holly Waddell Ranch with their spouse. Lynn also engages in insurance sales, owns an advisory business (Securities America Advisors), and is a part-owner and part-time tax preparer at Western Tax Services, LLC, dedicating about a quarter of their time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
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.