Wendy Weant
Wendy Weant is a registered investment advisor at Osaic Wealth, INC., based in Salisbury, NC, with 23 years of industry experience. Wendy 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
219 Statesville Blvd., Salisbury, NC, 28144
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wendy is an occasional performer/singer for events and has been since 1981. She also works as an agent for Insight Financial Partners LLC, selling fixed annuities and non-variable insurance, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
American General Securities IncorporatedBroker
State Registrations8 states
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