Jay Wallinger
Jay Wallinger is a registered investment advisor at Osaic Wealth, INC., based in Stuart, NE, with 32 years of industry experience. Jay 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
206 E 1st St Ste 2, Stuart, NE, 68780
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Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Jay is involved in several volunteer activities, including the Stuart Community Foundation Fund and the Stuart Development Corp. He also owns land for rental and agricultural use, owns/manages Wallinger Financial Services LLC which involves annuity, life, LTC, and disability sales, serves on the Nebraska Community Foundation Investment Committee, and is a notary.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
State Registrations17 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.