Steven Nida
Steven Nida is a registered investment advisor at Osaic Wealth, INC., based in Waterloo, IA, with 21 years of industry experience. Steven 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
3356 Kimball Ave, Suite # 1, Waterloo, IA, 50702
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2012Customer Dispute
March 2012Criminal
December 1989Other Business ActivitiesSells Insurance
Steven is the President of Wealth Solutions, Inc., dealing with insurance and financial planning, dedicating minimal time. He also works as a Financial Consultant for Securities America Advisors, focusing on investment advisory services and spending nearly full-time hours on this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations11 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.