Eric Spindt is a registered investment advisor at Osaic Wealth, INC., based in Waupaca, WI, with 14 years of industry experience. Eric 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
109 E Badger Street, Waupaca, WI, 54981
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is an employee of Waypoint Financial, a director at Farmers State of Waupaca, and the secretary of the church council at Immanuel Lutheran Church. He also serves as an affiliated advisor with Tenacity Advisory Group, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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