Rebecca Mikel
Rebecca Mikel is a registered investment advisor at Osaic Wealth, INC., based in Pierre, SD, with 24 years of industry experience. Rebecca 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
420 S Pierre St, Pierre, SD, 57501
Get directionsHistory
Regulatory History (1)
Criminal
March 1994Other Business ActivitiesSells Insurance
Rebecca is involved in several outside business activities, including insurance sales with various companies, which takes a few hours per week. She also co-owns a taxidermy business, a storage business, and a farm, and works as an Investment Advisor Representative at BankWest/Investment Services at BankWest.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations36 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.