Karla Vlasaty
Karla Vlasaty is a registered investment advisor at Osaic Wealth, INC., based in Saint Louis, MO, with 23 years of industry experience. Karla 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
2 Cityplace Dr Ste 200, Saint Louis, MO, 63141
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Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Karla is a limited partner in Merlin P Thatcher FLP, involved in Rodan and Fields sales, and works as an insurance advisor. She also dedicates about half her time to advisory work with SAA, is a trustee on her parents' land, and assists with Morrison Equestrian Center LLC and KVFV Properties LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England SecuritiesBroker
New England Securities Corporation
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations16 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.