Crystal Hatteberg is a registered investment advisor at Osaic Wealth, INC., based in Franklin, TN, with 15 years of industry experience. Crystal 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
Franklin, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Crystal is the Chief Operating Officer of Eagle Creek Financial Advisors, a financial planning business. She spends nearly full-time overseeing office functions, assisting with paperwork, establishing accounts, and assisting with client preparation and meetings.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
State Registrations1 state
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