Steven Stremick
Steven Stremick is a registered investment advisor at Osaic Wealth, INC., based in Fargo, ND, with 29 years of industry experience. Steven 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
1155 13th Avenue South, Fargo, ND, 58103-4135
Get directionsHistory
Regulatory History (4)
Judgment / Lien
November 2021Customer Dispute
April 2013Customer Dispute
June 2004Customer Dispute
November 1997Other Business ActivitiesSells Insurance
Steven is involved in several outside business activities, including real estate rental, farming/ranching operations, and teaching financial seminars. He also owns Select Financial Services, LTD, which provides insurance services of all types, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Cambridge Investment Research, INC.Broker
Washington Square Securities, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Advantage Brokerage Services, INCBroker
State Registrations1 state
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.