Lieren Timeus is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Deerfield, IL, with 10 years of industry experience. Lieren 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
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lieren is an Investment Advisor Representative for The Ascent Group, LLC, dedicating nearly full-time hours to providing advice to clients. Lieren also works as an IAR for Alera Investment Advisors, LLC, and is a Senior Retirement Plan Advisor for Summit Group 401(k) Consulting and Summit Group of Virginia, both DBAs, and serves on the investment committee for Lake Taylor Transitional Care Hospital Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
The Ascent Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
LPL Financial LLCBroker
State Registrations1 state
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