Darrin Shallcross
Darrin Shallcross is a registered investment advisor at Osaic Wealth, INC., based in Glen Ellyn, IL, with 21 years of industry experience. Darrin 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
568 Pennsylvania Avenue, Glen Ellyn, IL, 60137
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Regulatory History (2)
Customer Dispute
June 2017Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Darrin is an insurance agent offering accident and health, disability, fixed annuities, and traditional life insurance products since 2009, dedicating a few hours per week to this activity. He also owns 568 Pennsylvania Ave LLC, a real estate management and rental company, since 2013, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations23 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.