Julie Cassiani
Julie Cassiani is a registered investment advisor at Osaic Wealth, INC., based in Appleton, WI, with 28 years of industry experience. Julie 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
5107 North Ballard Rd., Suite 200, Appleton, WI, 54913
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Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Julie is an insurance agent for Legacy Investment Services Inc., selling health insurance and fixed products, dedicating minimal time to this. She is also a partner in Rosemary Realty LLC and owner of Cassiani Legacy LLC, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
State Registrations18 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.