Rose Dreiling
Rose Dreiling is a registered investment advisor at Osaic Wealth, INC., based in Greenwood Village, CO, with 31 years of industry experience. Rose 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
5600 S Quebec Street, Suite 120D, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Financial
February 2022Other Business ActivitiesSells Insurance
Rose is an agent at Rutkowski and Associates, selling fixed and fixed index annuities, universal and whole life insurance, and LTC insurance since 2011, dedicating about 10-20% of her time. Rose also receives commissions from past medical plans through her sole proprietorship, but is not soliciting new business, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations8 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.