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Erin Seiler

22 Years of Experience
Plymouth, MN
Broker

Erin Seiler is a registered investment advisor at Osaic Wealth, INC., based in Plymouth, MN, with 22 years of industry experience. Erin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

4425 Hwy 169 N, Suite 100, Plymouth, MN, 55442

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Osaic Wealth, INC.Broker
September 2024 - Present · 1 yr 8 mos
Osaic Wealth, INC.
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
November 2021 - September 2024 · 2 yrs 10 mos
Morgan StanleyBroker
October 2021 - September 2024 · 2 yrs 11 mos
Castle Hill Capital Partners, INC.Broker
March 2019 - April 2020 · 1 yr 1 mo
Fidelity Personal and Workplace Advisors
July 2018 - March 2019 · 8 mos
Strategic Advisers LLC
July 2018 - July 2018 · 0 mos
Fidelity Brokerage Services LLCBroker
May 2018 - March 2019 · 10 mos
Locorr Distributors, LLCBroker
April 2016 - April 2018 · 2 yrs
Wells Fargo Advisors, LLC
January 2016 - April 2016 · 3 mos
Wells Fargo Advisors, LLCBroker
December 2015 - April 2016 · 4 mos
Locorr Distributors, LLCBroker
February 2013 - November 2015 · 2 yrs 9 mos
Ing America Equities, INC.Broker
October 2011 - February 2013 · 1 yr 4 mos
Ing Financial Advisers, LLCBroker
November 2007 - March 2008 · 4 mos
Transamerica Capital, INC.Broker
June 2004 - October 2007 · 3 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
January 2003 - June 2004 · 1 yr 5 mos
Pmg Securities CorporationBroker
April 2001 - November 2002 · 1 yr 7 mos
Sia Securities CorporationBroker
February 1999 - March 2001 · 2 yrs 1 mo
Primevest Financial Services, INC.Broker
March 1998 - January 1999 · 10 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Erin Seiler - Financial Advisor | TrueAdvisor