Kurt Strullmyer
Kurt Strullmyer is a registered investment advisor at Osaic Wealth, INC., based in Centralia, IL, with 33 years of industry experience. Kurt 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
1942 East Mccord Street, Centralia, IL, 62801
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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
Kurt is the President of Compass Advisory Group, an independent insurance agency specializing in health insurance, and oversees sales and service of health insurance plans, dedicating about 10-20% of his time. He is also an Investment Advisor Representative at Cornerstone Wealth Management, providing investment and insurance products and planning services, also dedicating about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations18 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.