Vincent Zinsmeyer is a registered investment advisor at Osaic Wealth, INC., based in Deerfield, IL, with 32 years of industry experience. Vincent 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
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vincent is an investment advisor representative for Alera Investment Advisors, LLC and a registered representative with Triad since 2020, spending most of his time in the former role. He is also a partner at AMCORP focusing on employee benefits, dedicating about half his time, and a broker for Alera Group, dedicating nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Garco Equity Sales, INC.Broker
State Registrations1 state
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.