Terry Sandvold
Terry Sandvold is a registered investment advisor at Osaic Wealth, INC., based in Minnetonka, MN, with 39 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
10900 Wayzata Blvd, Suite 100, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (17)
Customer Dispute
February 2016Customer Dispute
August 2014Customer Dispute
July 2013Customer Dispute
May 2013Customer Dispute
May 2012Customer Dispute
February 2012Employment Separation After Allegations
January 2012Customer Dispute
December 2011Customer Dispute
December 2011Customer Dispute
June 2011Customer Dispute
July 2010Customer Dispute
April 2009Customer Dispute
November 2007Customer Dispute
November 2004Customer Dispute
October 2004Customer Dispute
February 2004Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Terry is the CEO of Sandvold Financial Group, running day-to-day business operations and involved in insurance sales. This takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Pruco Securities, LLC.Broker
State Registrations30 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.