Teresa Wietzikoski
Teresa Wietzikoski is a registered investment advisor at Osaic Wealth, INC., based in Tifton, GA, with 32 years of industry experience. Teresa 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
115 Brighton Rd, Tifton, GA, 31794
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Regulatory History (1)
Criminal
January 1992Other Business ActivitiesSells Insurance
Teresa is an insurance agent selling fixed, indexed, and immediate annuities, dedicating a few hours per week to this activity. She is also an investment advisory representative and owns Financial Wietzdom, LLC, providing online financial literacy coaching, and rents out her secondary residence occasionally.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations20 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.