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Tye Amendt

20 Years of Experience
Flagler, CO
BrokerSells Insurance

Tye Amendt is a registered investment advisor at Osaic Wealth, INC., based in Flagler, CO, with 20 years of industry experience. Tye 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

317 Main Street, Flagler, CO, 80815

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Tye is a board member for the Simla Volunteer Fire Department, a registered representative through Compass Financial DBA of Amendt Insurance and Financial, Inc., and an agent with Gordon Insurance Agency. Tye also owns an investment advisory practice through Securities America Advisors, Inc., commercial rental properties through Colorado Properties, LLC, residential real estate through Big Sandy Investments, LLC, and refers clients to Compass Tax, LLC.

Employment History
Current Registrations
Osaic Wealth, INC.
June 2024 - Present · 1 yr 11 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Securities America Advisors, INC.
June 2019 - June 2024 · 5 yrs
Securities America, INC.Broker
November 2014 - June 2024 · 9 yrs 7 mos
Sunset Financial Services, INC.Broker
November 2010 - November 2014 · 4 yrs
Securian Financial Services, INC.Broker
March 2007 - November 2010 · 3 yrs 8 mos
Hornor, Townsend & Kent, INC.Broker
November 2005 - February 2007 · 1 yr 3 mos
State Registrations11 states
CACOFLKSMNMONENVOKTXUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.