Tiana Ronstadt
Tiana Ronstadt is a registered investment advisor at Osaic Wealth, INC., based in Tucson, AZ, with 35 years of industry experience. Tiana 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
6400 East El Dorado Circle, Suite B150, Tucson, AZ, 85715
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2009Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Tiana owns a building, is a speaker/owner, serves on the advisory board for Horizon Investments, and is an advisor/speaker and owner for Power Women Investing LLC. She also sells life insurance, long-term care, and disability insurance, dedicating nearly full-time hours to Power Women Investing.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations31 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.