Kassie Soulek
Kassie Soulek is a registered investment advisor at Osaic Wealth, INC., based in Oneida, WI, with 30 years of industry experience. Kassie 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
1260 Centennial Centre Blvd, #300, Oneida, WI, 54155
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Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Kassie is a sales representative for Guardian Life and National Guardian Life Funeral Trusts, offering funeral trusts as part of client estate planning. These activities require minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations15 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.