Renee' Huckstead
Renee' Huckstead is a registered investment advisor at Osaic Wealth, INC., based in Mattoon, IL, with 21 years of industry experience. Renee' 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
821 Charleston Avenue, Mattoon, IL, 61938
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Renee' sells and services disability insurance, indexed annuities, fixed annuities, health savings accounts, and traditional life insurance as an agent, dedicating about 10-20% of her time. She also owns Faith Financial, where she sells and services disability insurance, fixed annuities, indexed annuities, long-term care insurance, and traditional life insurance, spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Edward JonesBroker
Edward Jones
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations15 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.