Karen Tisdale
Karen Tisdale is a registered investment advisor at Osaic Wealth, INC., based in Fayetteville, NC, with 16 years of industry experience. Karen 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
1005 Hay St, Suite 100, Fayetteville, NC, 28305
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Regulatory History (1)
Customer Dispute
August 2025Other Business ActivitiesSells Insurance
Karen is a training facilitator for the Child Advocacy Center and an owner/producer at Brown & Associates Investment Services, where she sells fixed life, annuity, disability, and long-term care products. She also acts as a registered investment advisor and is the treasurer for the Committee to Elect Caitlin Evans, as well as a board member/treasurer for Cape Fear Regional Theatre.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ssn Advisory, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations40 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.