Denise Croake
Denise Croake is a registered investment advisor at Osaic Wealth, INC., based in Petoskey, MI, with 14 years of industry experience. Denise 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
418 Waukazoo Avenue, Suite 1, Petoskey, MI, 49770
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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
Denise is an insurance agent providing life insurance, disability insurance, and fixed annuities, dedicating a few hours per week to this activity. She also owns rental properties and works nearly full-time as an Investment Advisor Representative and COO for Encore Financial Group.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations9 states
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