Maxine Christensen is a registered investment advisor at Osaic Wealth, INC., based in Manhattan, KS, with 14 years of industry experience. Maxine 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
Manhattan, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maxine works as a client services representative and office manager for Ad Astra Investment Management LLC, dedicating nearly full-time hours to these roles. She also serves as a notary public and holds power of attorney for her daughter and son, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Twentieth Century Securities, INC.Broker
State Registrations1 state
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