Amanda Janssen is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Jeffersonville, IN, with 6 years of industry experience. Amanda 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
590 Missouri Ave, Suite 206 A, Jeffersonville, IN, 47130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amanda is a photographer as a hobby and a director at Riverbend Financial Group, dedicating nearly full-time hours to financial planning. She also works part-time at Riverbend Physicians, LLC, and holds positions in several non-profit organizations, including Southern Indiana SHRM, Community Foundation of Southern Indiana, and Southern Indiana Estate Planning Council.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sortino Advisory Partners, LLC
State Registrations10 states
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