Deborah Tiell
Deborah Tiell is a registered investment advisor at Osaic Wealth, INC., based in Bascom, OH, with 28 years of industry experience. Deborah 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
6250 W Tiffin St, Bascom, OH, 44809
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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
Deborah is a partner in Tiell Financial Group Properties LLC, which owns and leases office space, and a partner in Tiell FG Enterprises, LLC, which covers office expenses and payroll. She also works as a sales representative for fixed insurance sales and E4 Insurance Services, and as a tax preparer for Tiell Financial Group Tax LLC, dedicating minimal time to each of these roles, and spends full-time as a Financial Advisor/IAR for Tiell Financial Group.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sii Investments, INC.Broker
Qa3 Financial CORP.Broker
Sii Investments, INC.Broker
Capital Brokerage CorporationBroker
State Registrations3 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.