Connie Ornum is a registered investment advisor at Osaic Wealth, INC., based in Minneapolis, MN, with 34 years of industry experience. Connie 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
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
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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
Connie is an Investment Advisor Representative with Everest Financial Group, providing managed money services. She also sells insurance products, including life insurance, long-term care insurance, and Medicare-related insurance, dedicating a few hours per week to these activities. Additionally, Connie is a successor Co-Trustee for her parents' Family Trust.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Everest Financial Group
Previous Registrations
Securities America, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
Royal Alliance Associates, INC.Broker
Fintegra, LLCBroker
Primevest Financial Services, INC.Broker
Norwest Investment Services, INC.Broker
Prudential Securities IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.