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Amie Fielder

19 Years of Experience
Rogers, AR
2 DisclosuresBrokerSells Insurance

Amie Fielder is a registered investment advisor at Osaic Wealth, INC., based in Rogers, AR, with 19 years of industry experience. Amie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

802 N. 20th Place, Rogers, AR, 72756

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2017
Final
Employment Separation After Allegations
July 2017
Other Business ActivitiesSells Insurance

Amie works as an agent for LifePointe Financial, selling and servicing insurance for various carriers since April 2024. This investment-related activity takes minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.
May 2024 - Present · 2 yrs
Osaic Wealth, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.
April 2024 - May 2024 · 1 mo
Thrasher & Chambers Wealth Management, LLC
May 2018 - May 2024 · 6 yrs
Thrasher & Chambers, INC.Broker
September 2017 - May 2024 · 6 yrs 8 mos
Arvest Wealth Management
July 2006 - August 2017 · 11 yrs 1 mo
Arvest Wealth ManagementBroker
May 2006 - August 2017 · 11 yrs 3 mos
State Registrations17 states
ARCACOFLIAIDLAMDMONCOHOKORSCTXUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Amie Fielder - Financial Advisor | TrueAdvisor