Andrew Beilke is a registered investment advisor at Osaic Wealth, INC., based in Eden Prairie, MN, with 16 years of industry experience. Andrew 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
15750 Venture Lane, Eden Prairie, MN, 55344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the COO of USAdvisors Network, the OSJ for SAI, coordinating operations internally and with advisors, which is a full-time commitment. He also provides back office support for USAdvisors Network Insurance, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Usadvisors Wealth Management, LLC
Previous Registrations
Securities America, INC.Broker
Locorr Distributors, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations51 states
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