Sheila Odlaug
Sheila Odlaug is a registered investment advisor at Osaic Wealth, INC., based in Rolling Meadows, IL, with 17 years of industry experience. Sheila 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
3701 West Algonquin Road, #245, Rolling Meadows, IL, 60008
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Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Sheila uses the DBA name Dynasty Retirement and Financial Services for her Royal Alliance business and is an agent for fixed life, health insurance, disability insurance, and fixed annuities. She also works as a notary public for real estate loans and a volleyball referee for grade schools, dedicating a few hours per week to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations11 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.