Todd Steger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Edina, MN, with 30 years of industry experience. Todd 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
3601 West 76th Street, Suite 475, Edina, MN, 55435
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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
Todd works as a Financial Advisor and Registered Representative at Acumen Financial Advisors, LLC, dedicating a significant amount of time to this role. He also sells various insurance products, including life, health, and disability, spending a few hours per week on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Acumen Financial Advisors, LLC
Previous Registrations
Osaic Wealth, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations23 states
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