Karen Flannery is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Long Branch, NJ, with 16 years of industry experience. Karen 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
Long Branch, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen operates Krietzberg Wealth Management as a DBA for her LPL business, spending about 10-20% of her time on it. She also acts as a trustee for a special needs trust, dedicating nearly full-time hours to this fiduciary role, and works at Flannery & Associates LLC as a CPA providing accounting and tax preparation services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Planahead Financial Services, LLC
State Registrations3 states
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