Thomas Quinn
Thomas Quinn is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Crystal Lake, IL, with 22 years of industry experience. Thomas 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
381 S. Main Street, Crystal Lake, IL, 60014
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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
Thomas is a Vice President & Financial Advisor at American Community Wealth Management, spending nearly full-time there. He also serves on multiple boards, including Options & Advocacy of McHenry County, Centegra Health System Foundation, Northwestern Memorial Foundation, and Leadership Greater McHenry County, and is an insurance agent for fixed & variable insurance and 401k plans, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
American Community Wealth Management, LLC
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations12 states
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