Terry Cross
Terry Cross is a registered investment advisor at Osaic Wealth, INC., based in Ames, IA, with 36 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
2619 Northridge Parkway, Ames, IA, 50010
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Terry is a member/owner of STC Holdings, LLC, investing in commercial real estate, and the President/Owner of Cross Wealth Management, Inc. Cross Wealth Management offers fixed annuities, disability insurance, health insurance, life insurance, employee benefits and long-term care insurance; Terry spends minimal time on each activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
NFP Securities, INC.Broker
Fbd Investment Services, INC.Broker
First Colonial Securities Group, INC.Broker
Penn Mutual Equity Services, INC.Broker
Monarch Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations25 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.