Janet Stanley
Janet Stanley is a registered investment advisor at Osaic Wealth, INC., based in Windsor, CO, with 20 years of industry experience. Janet 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
128 North 6th Street, Unit B, Windsor, CO, 80550
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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
Janet is an owner/insurance agent at JM Stanley & Associates, LLC, analyzing insurance products for clients, and also works as an investment advisor and CPA. She also owns residential condos and is an insurance agent selling annuities, dedicating about half her time to this, and spends full-time as Founder & CPA/PFS at Focus Point Wealth Management, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
State Registrations11 states
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