Darla Wienk
Darla Wienk is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sioux Falls, SD, with 21 years of industry experience. Darla 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
6810 S. Lyncrest Avenue, Suite 202, Sioux Falls, SD, 57108
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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
Darla is the President of Sunpillar Properties LLC and a Managing Partner at Dreams Come True LLC, both real estate related. She also dedicates about two-thirds of her time as an Authorized Manager at Wienk Financial LLC, which includes fixed insurance business, and spends minimal time as a Trustee Board Member at First Congregational Church.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Sutterfield Financial Group, INC.
American General Securities IncorporatedBroker
State Registrations14 states
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