Kiley Collins is a registered investment advisor at Osaic Wealth, INC., based in Madison, WI, with 8 years of industry experience. Kiley 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
834 E. Washington Ave., Suite 325, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kiley is an independent contractor for Vector Marketing, placing orders for individuals to purchase knives and other products, dedicating minimal time. Kiley also works as a Burn Ambassador for Barr Wellness, LLC, working the front desk of a gym for about 10-20% of their time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Wea Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Mwa Financial Services INC.Broker
State Registrations1 state
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