Corrine Clark
Corrine Clark is a registered investment advisor at Osaic Wealth, INC., based in Southgate, MI, with 23 years of industry experience. Corrine 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
One Heritage Place, Suite 420, Southgate, MI, 48195
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2018Other Business ActivitiesSells Insurance
Corrine works for Allen Wealth Strategies LLC as a registered assistant, reviewing life insurance and fixed annuity business, spending about 10-20% of her time. She also works as an agent for Allen Wealth Strategies selling fixed annuities and non-variable insurance, and as a strategic account manager for VPFG/Allen Wealth Strategies, both full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Auto Club Funds, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Morgan Stanley Dw INC.Broker
State Registrations4 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.