Theresa Sell
Theresa Sell is a registered investment advisor at Osaic Wealth, INC., based in Marquette, MI, with 18 years of industry experience. Theresa 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
101 W Washington St Ste 8, Marquette, MI, 49855
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Regulatory History (1)
Employment Separation After Allegations
September 2017Other Business ActivitiesSells Insurance
Theresa owns a commercial property and rents space to other organizations, dedicating minimal time to this activity. She also sells life and health insurance products, and is an owner/coach/consultant for entrepreneurs and business owners, dedicating a few hours per week to each. Theresa is also consolidating her existing business under the name Strategic Results, which will take nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations5 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.