Margaret Remlinger
Margaret Remlinger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Plainfield, IL, with 32 years of industry experience. Margaret 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
Plainfield, IL
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Regulatory History (1)
Customer Dispute
February 2014Other Business ActivitiesSells Insurance
Margaret is a general agent selling fixed life insurance and annuities through Remlinger Financial Services since 1990, and also works with securities clients through Remlinger Financial Group since 2021, dedicating a few hours per week to each. She also owns 51% of MJ Rem Inc, which provides Medicare supplement and advantage plans, and intends to get her Medicare license in early 2022.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
H. Beck, INC.
H. Beck, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations15 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.