Karla Stanton
Karla Stanton is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 19 years of industry experience. Karla 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
1645 Indian Wood Circle, Suite 102, Maumee, OH, 43537
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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
Karla is a W2 employee and producing representative for Engler, Garrow & Roth, Ltd, dedicating nearly full-time hours. She is also an independently licensed insurance agent selling various insurance products, dedicating minimal time, and a notary public. Karla also serves as a board member/secretary for Fulton County Pork Producers.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Spc
Sigma Financial CorporationBroker
Spc
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations18 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.