Christine Konvolinka
Christine Konvolinka is a registered investment advisor at Osaic Wealth, INC., based in Indianapolis, IN, with 29 years of industry experience. Christine 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
4900 Buttonwood Crescent, Suite 100, Indianapolis, IN, 46228
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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
Christine is the president of The Ohio State Alumni Club of Greater Indianapolis, dedicating a few hours per week. She also works full-time as a financial advisor and pension consultant for Benefit Solutions US, LLC and Benefit Solutions Financial Advisors, selling securities and insurance products, and volunteers minimal time for the Washington Township GOP.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Financial Network Investment CorporationBroker
Fifth Third Securities, INC.Broker
Wedgewood Partners, INC.Broker
Intersecurities, INC.Broker
Robert Thomas Securities, INCBroker
Linsco/private Ledger CORP.Broker
Wall Street Investor ServicesBroker
Banc One Securities CorporationBroker
State Registrations21 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.