Peter Falstad
Peter Falstad is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bloomington, IL, with 37 years of industry experience. Peter 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
1410 Woodbine, Suite 4, Bloomington, IL, 61704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is a board member for Access Advocates, Inc. and owner of Falstad & Associates, where he sells fixed insurance products, dedicating a few hours per week. He also volunteers as an Illinois Swimming Official.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
First Busey Securities, INC.Broker
First Heartland Capital, INC.Broker
Marquis Financial Services, INC.Broker
Investment Planners, INC.Broker
H. Beck, INC.Broker
Vestax Securities CorporationBroker
Investacorp, INC.Broker
Fsc Securities CorporationBroker
State Registrations28 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.