Tasha Coleman
Tasha Coleman is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Roseville, MN, with 22 years of industry experience. Tasha 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
1970 Oakcrest Ave, Suite 118, Roseville, MN, 55113
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Tasha owns Five Star Wealth Planning LLC, primarily for tax purposes, and also receives rental income from other businesses using her office space. She also works as a statutory agent for Five Star Financial Resources, selling fixed life and annuity insurance products, and has a real estate rental business, all while dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Feltl & CompanyBroker
Investment Centers of America, INC.Broker
Sii Investments, INC.Broker
Intersecurities, INC.Broker
World Group Securities, INC.Broker
State Registrations23 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.