Carli Navin is a registered investment advisor at Osaic Wealth, INC., based in Waupaca, WI, with 4 years of industry experience. Carli 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
109 E Badger Street, Waupaca, WI, 54981
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carli works as a real estate agent for United Country- Udoni & Salan Realty Group and dedicates about 10-20% of her time to this. She also works full-time in operations and client services for Waypoint Financial Solutions, Inc., and spends minimal time as a notary public and board member for Waupaca Scholarship Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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