Helen Seestadt is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 21 years of industry experience. Helen 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
2050 Main Street, Suite 1250, Irvine, CA, 92614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Helen works as a Regional Consulting Services Leader for Gallagher Fiduciary Advisors and Gallagher Benefit Services, focusing on retirement plan consulting, dedicating nearly full-time and about a quarter of her time respectively. She also owns short-term rental properties, spending a few hours per week on visitor and service provider management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Royal Alliance Associates, INC.Broker
Walnut Street Securities, INC.Broker
Western Growers Financial Services, INC.Broker
Western Growers Financial Services
Cooper Mcmanus
Securities America, INC.Broker
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations12 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.