Russell Tieman is a registered investment advisor at Osaic Wealth, INC., based in Madison, WI, with 26 years of industry experience. Russell 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
834 E. Washington Ave., Ste. 325, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell works as a senior retirement plan consultant for Gallagher Benefit Services, Inc. and Gallagher Fiduciary Advisors, dedicating about a quarter of his time and nearly full-time, respectively. Russell is also a member of Whalen Warehouse, a real estate venture, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations23 states
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