Lauren Oschman
Lauren Oschman is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Fort Wayne, IN, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
9121 Illinois Road, Suite 51, Fort Wayne, IN, 46804
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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
Lauren is the CEO/Investment Adviser Representative of Vestia Advisors, LLC, and also holds executive leadership roles in several other companies including Vestia Insurance, LLC, Vestia Holdings, LLC, Vestia Ventures, LLC, Vestia Brokerage, LLC, Vestia Contract Negotiation, LLC, Held-Away Method, LLC, Loud Capital, LLC, MD Advisory Services, LLC, and Mammouth Investments, LLC. Lauren dedicates about 10% of her time to Vestia Insurance, LLC, an insurance agency.
Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
Vestia Personal Wealth Advisors
Previous Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
State Registrations51 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.