Katherine Armstrong
Katherine Armstrong is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Selbyville, DE, with 23 years of industry experience. Katherine 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
Selbyville, DE
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Regulatory History (1)
Customer Dispute
February 2014Other Business ActivitiesSells Insurance
Katherine is an insurance agent since 2013, offering accident and health insurance, disability, fixed annuities, long term care insurance, and traditional life insurance, dedicating a few hours per week. She also owns Armstrong Financial Group, LLC, used to pay business and staff expenses, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Geneos Wealth Management, INC.Broker
Mercantile 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.