Lee Courtright
Lee Courtright is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Stevens Point, WI, with 55 years of industry experience. Lee 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
Stevens Point, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lee is the owner/manager of Golden Sands Financial LLC, where he sells and services fixed life insurance, annuities, long-term care insurance, and funeral trusts, and provides investment advisory services as an IAR with Securities America Advisors. Lee also dedicates minimal time to charitable work as a teacher's aide with the United Way of Portage County.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Financial Network Investment CorporationBroker
Sentry Equity Services, INC.Broker
Sentry Equity Services, INC.Broker
Ina Security CorporationBroker
State Registrations6 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.