W. Link is a registered investment advisor at Osaic Wealth, INC., based in Eden Prairie, MN, with 25 years of industry experience. W. 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
15750 Venture Ln, Eden Prairie, MN, 55344
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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
W. Jillian Link is an insurance agent offering insurance products, owner of a property management company, owner of a Medicare sales business, an investment advisor representative, trustee of a trust, and owner of a brewery. Offering insurance products and advisory services takes about a quarter of W.'s time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Usadvisors Wealth Management, LLC
Previous Registrations
Securities America, INC.Broker
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations37 states
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