Cory Schieltz
Cory Schieltz is a registered investment advisor at Osaic Wealth, INC., based in Cedar Rapids, IA, with 17 years of industry experience. Cory 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
4840 North River Blvd. Ne, Suite 100, Cedar Rapids, IA, 52411
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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
Cory works as a financial professional and investment advisor representative for Johnson Insurance, focusing on client reviews, recommendations, and new business, dedicating about 10-20% of his time to each role. He also works for Strellner Financial Group as an investment advisor representative (nearly full-time) and insurance agent (about half his time), and spends minimal time as the owner of CRS Wealth Management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
State Registrations10 states
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