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Craig Steinhauer

Osaic Wealth, INC.
35 Years of Experience
Encino, CA
BrokerSells Insurance
View SEC Summary
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Craig Steinhauer is a registered investment advisor at Osaic Wealth, INC., based in Encino, CA, with 35 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Osaic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9244 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

View Full SEC Brochure

Location

15821 Ventura Boulevard, Suite 660, Encino, CA, 91436

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Craig is a statutory agent, an IAR with NWF Advisory Services, and a financial advisor with NWF Advisory Group. He also reviews insurance policies, owns rental property, is a partner in NWF Advisory Group, LLC, is president of a Jewish Temple, and works as a financial professional under the DBA Artisan Capital Partners.

Employment History
Current Registrations
Osaic Wealth, INC.
June 2005 - Present · 21 yrs 4 mos
Nwf Advisory Services INC
June 1999 - Present · 27 yrs 4 mos
Osaic Wealth, INC.Broker
August 1991 - Present · 35 yrs 2 mos
Previous Registrations
1717 Capital Management CompanyBroker
September 1991 - July 2002 · 10 yrs 10 mos
State Registrations37 states
ALARAZCACOCTDCFLGAHIIDILINKSLAMAMDMEMIMNMONCNENJNMNVNYOKORPATNTXUTVTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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