Meghan Cady
Meghan Cady is a registered investment advisor at Osaic Wealth, INC., based in Indianapolis, IN, with 13 years of industry experience. Meghan 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
50 E 91st Street, Suite 103, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2020Financial
July 2020Judgment / Lien
February 2014Other Business Activities
Meghan works as a Financial Services Manager for Maven Retirement Advisors and WSI Inc., both DBAs for marketing. These roles involve back office tasks, paperwork, and entering trades, taking up nearly all of Meghan's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.