Kristina English
Kristina English is a registered investment advisor at Osaic Wealth, INC., based in Jeffersonville, IN, with 21 years of industry experience. Kristina 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
605 North Shore Drive, Suite 104, Jeffersonville, IN, 47130
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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
Kristina works as an agent for Riverbend Financial Group selling insurance products, dedicating a few hours per week. She also works as a financial advisor for Riverbend Financial Group, LLC, spending nearly full-time hours on advisory-based asset management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Martin Financial Group, LLC
Triad Advisors, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Pruco Securities, LLC.Broker
State Registrations2 states
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