Troy Shreve
Troy Shreve is a registered investment advisor at Osaic Wealth, INC., based in Lincoln, NE, with 38 years of industry experience. Troy 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
3341 Pioneers Blvd, Suite 1, Lincoln, NE, 68506
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2013Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Troy is an independent insurance agent selling various insurance products and provides insurance consulting services. He is also the President of Benefit Management, offering employee benefits and insurance services, which takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations12 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.