Irina Lueth
Irina Lueth is a registered investment advisor at Osaic Wealth, INC., based in Pewaukee, WI, with 31 years of industry experience. Irina 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
325 Forest Grove Dr, Suite 201, Pewaukee, WI, 53072
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Regulatory History (1)
Employment Separation After Allegations
November 2015Other Business ActivitiesSells Insurance
Irina is involved in several insurance-related activities, including selling life, health, and fixed insurance products through various agencies, dedicating a few hours per week to about half her time depending on the enrollment period. She also manages the books for a family real estate LLC and owns Lueth Financial, Inc., a holding company for financial and insurance services, and works full-time as Vice President/Registered Representative at Diversified Wealth Strategies, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Ssn Advisory, INC.
Securities Service Network, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations6 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.