Valerie Celeste Turner

Osaic Wealth, INC.

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Valerie works as a financial advisor for Sikich Financial, spending full-time hours on activities such as meeting with clients and providing financial advice. This activity is investment-related.