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Darrel Peck

23 Years of Experience
Kewanee, IL
BrokerSells Insurance

Darrel Peck is a registered investment advisor at Osaic Wealth, INC., based in Kewanee, IL, with 23 years of industry experience. Darrel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

121 S. Main Street, Kewanee, IL, 61443

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Darrel is an insurance broker with Jackson & Peck Financial Group, LLC, dedicating nearly full-time hours to fixed insurance sales. He also owns Jackson & Peck Financial Group, LLC (DBA for securities and rental property), Peck Capital Management, LLC, and is involved with several non-profit organizations.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Signator Investors, INC.
January 2017 - November 2018 · 1 yr 10 mos
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INCBroker
July 2002 - May 2016 · 13 yrs 10 mos
State Registrations16 states
AZCODEFLIAILINKYLAMNMONEOHVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.