Marc Kriessmann
Marc Kriessmann is a registered investment advisor at Osaic Wealth, INC., based in San Mateo, CA, with 17 years of industry experience. Marc 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
1600 W. Hillsdale Blvd, Suite 204, San Mateo, CA, 94402-0000
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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
Marc is an insurance agent since 2008 and an investment advisor representative (IAR) with Securities America Advisors since 2009. He is also a Managing Director at Hatch Retirement Advisors, spending nearly full-time providing oversight and coordination of life transitional events for retirees and their families, and works about a quarter of his time in account management and sales of fixed annuity products, and occasionally health and life insurance, through Ben Yohanan Annuity & Insurance Agency, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.Broker
State Registrations7 states
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