Angela Berry
Angela Berry is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Columbus, OH, with 29 years of industry experience. Angela 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
132 B Northwoods Blvd, Columbus, OH, 43235
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angela is an independent representative doing business as Wealth Management Solutions, LLC, where she is also the COO, overseeing operations and providing support. She sells dental, group disability income, disability, fixed annuities, life/accident/health, and long-term care insurance products, dedicating a few hours per week plus a couple hours on evenings and weekends. Angela is also the COO and member of FTK Holdings, LLC, a real estate holding company, spending minimal time on general oversight and bookkeeping.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Vantage Financial Group, INC.
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Benefitscorp Equities, INC.Broker
Npc Securities, INC.Broker
State Registrations9 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.