Terri Buechner is a registered investment advisor at Osaic Wealth, INC., based in Fitchburg, WI, with 9 years of industry experience. Terri 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
2912 Marketplace Dr., Suite 104, Fitchburg, WI, 53719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terri is an instructor and owner of Zoe Yoga, LLC since 2008, teaching yoga in private and group sessions. This activity requires a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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