Wendel Guidry
Wendel Guidry is a registered investment advisor at Osaic Wealth, INC., based in Lafayette, LA, with 26 years of industry experience. Wendel 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
106 Sears Drive, Lafayette, LA, 70503
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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
Wendel is a statutory agent for OSAIC Wealth Inc. and The Rock Financial Group LLC, and owner of Wealthwise Investment Advisors LLC, spending nearly full-time managing its operations. Wendel also writes life insurance policies and fixed annuities through The Rock Financial Group LLC, and serves on a nominating committee for a non-profit church, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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