Troy Stoll is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Washington, IN, with 27 years of industry experience. Troy 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
2015 State Street, Washington, IN, 47501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Troy is involved in several business activities, including serving as treasurer and board member for a church, owning a CPA business, operating a firearms transfer service, managing commercial real estate with his wife, managing his securities business, and operating vending machines. These activities take a few hours per week each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
State Registrations18 states
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