Kristy Lungwitz is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 20 years of industry experience. Kristy 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
303 Perimeter Center North, Suite 300, Atlanta, GA, 30346
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristy works as a Practice Relationship Manager at US Planning Group Inc, handling administrative tasks. This is a full-time role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Pruco Securities, LLC.Broker
M Holdings Securities, INC.Broker
State Farm Vp Management CORP.Broker
Aal Capital Management CorporationBroker
State Registrations1 state
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