Patrick Thielen
Patrick Thielen is a registered investment advisor at Osaic Wealth, INC., based in Reedsburg, WI, with 32 years of industry experience. Patrick 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
2560 E Main St, Suite 3A, Reedsburg, WI, 53959
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Patrick is an Investment Advisor Representative for Financial Decisions Group, focusing on securities sales and servicing, and also represents Financial Decisions Group for fixed insurance products. He also serves as a board member for Fortunaire Foundation, plays drums in the Race Bannon Band, and is the President of Thielen Financial Services, Inc., used for bookkeeping and tax purposes.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Aegon USA Securities INC.Broker
State Registrations10 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.