Peter Siegling is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sioux Falls, SD, with 18 years of industry experience. Peter 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
7505 S Louise Ave, Sioux Falls, SD, 57108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a member of the Sioux Falls Catholic Schools Foundation, a manager at JBR LLC (real estate), a managing partner at Meadowland Financial Group LLC (financial planning), and the owner of Wolf Creek Capital LLC. He spends nearly full-time at Meadowland Financial Group LLC, minimal time at JBR LLC and Wolf Creek Capital LLC, and minimal time at the Sioux Falls Catholic Schools Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Waddell & Reed, 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.