Joseph Sigman
Joseph Sigman is a registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 21 years of industry experience. Joseph 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
12935 North Forty Drive, Suite 210, St. Louis, MO, 63141
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Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Joseph is a Managing Partner and Insurance Agent at Gateway Capital Advisors LLC, where he sells fixed annuities, disability, life, and long-term care insurance, dedicating a few hours per week. He also manages Prairie Lakes, LLC, spending minimal time on farming and maintenance activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
State Registrations22 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.