April Wilson
April Wilson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kirkland, WA, with 23 years of industry experience. April 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
Kirkland, WA
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2024Customer Dispute
January 2023Other Business ActivitiesSells Insurance
April owns and manages rental properties in Washington and Hawaii, dedicating minimal time to each. She also works as an agent for Pacific Capital Resource Group, selling life, health, disability, LTC insurance, and annuities, which takes about 10-20% of her time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations13 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.