David Stockmeier
David Stockmeier is a registered investment advisor at Osaic Wealth, INC., based in Virginia Beach, VA, with 34 years of industry experience. David 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
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
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Regulatory History (1)
Customer Dispute
December 2015Other Business ActivitiesSells Insurance
David is an IA Rep for The Ascent Group, an employee of Alera Group, and the owner of Summit Group of Virginia, dedicating full-time hours to these activities. He also sells fixed insurance products, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
The Ascent Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
MML Investors Services, INC.Broker
State Registrations38 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.