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AS
AS

Andre C Selfa

Osaic Advisory Services, LLC
13 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
Osaic Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
342 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:None

Location

2009 Walla Walla Ave Ste A, Walla Walla, WA, 99362

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andre works as a financial advisor for Pinnacle Ascent Wealth Management/Arbor Point Advisors, dedicating full-time hours to advisory and financial planning services. He also works as an advisor for fixed insurance products, including fixed annuities and term life insurance, spending minimal time on this activity.

Employment History
Current Registrations
Osaic Advisory Services, LLC
November 2024 - Present · 1 yr 3 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Arbor Point Advisors
April 2021 - November 2024 · 3 yrs 7 mos
Securities America, INC.Broker
April 2021 - June 2024 · 3 yrs 2 mos
Ameriprise Financial Services, LLCBroker
April 2017 - May 2021 · 4 yrs 1 mo
Ameriprise Financial Services, LLC
April 2017 - May 2021 · 4 yrs 1 mo
LPL Financial LLC
February 2013 - April 2017 · 4 yrs 2 mos
LPL Financial LLCBroker
June 2012 - April 2017 · 4 yrs 10 mos
State Registrations5 states
AZFLIDORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andre C Selfa - Financial Advisor | TrueAdvisor