Maria Delre
Maria Delre is a PFS-designated registered investment advisor at Osaic Wealth, INC., based in Orland Park, IL, with 26 years of industry experience. Maria 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
15341 S 94th Ave, Suite 102, Orland Park, IL, 60462
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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
Maria is involved with WIINGS, a business entity for tax and investment purposes, and Delre & Associates, Inc., a tax preparation and accounting firm. She also operates Delre Wealth Management Advisors, LLC as a DBA for her LPL business, dedicating full-time hours during securities trading, and sells non-variable insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Jefferson Pilot Securities CorporationBroker
Mony Securities Corporation
Mony Securities CorporationBroker
AXA Advisors, LLCBroker
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.