Colin Zwiebel
Colin Zwiebel is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Fort Wayne, IN, with 9 years of industry experience. Colin 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
229 W Berry St, Suite 210, Fort Wayne, IN, 46802
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colin operates a local office for Miller, Christian & Zwiebel Asset Management, dedicating full-time hours. He also engages in online sales and marketing for Darlington Holiday Warehouse for about 10-20% of his time, volunteers at The Point Church for a few hours per week, and has affiliations with Driesbach Financial Group, ORG, and Ash Brokerage for insurance sales, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations9 states
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