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Darin Vanantwerp

8 Years of Experience
Allentown, PA
BrokerSells Insurance

Darin Vanantwerp is a registered investment advisor at Osaic Wealth, INC., based in Allentown, PA, with 8 years of industry experience. Darin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

4972 Medical Center Cir, Allentown, PA, 18106

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Darin is an insurance agent offering accident and health insurance, disability insurance, fixed annuities, fixed indexed annuities, health savings accounts, and fixed life settlements since 2020. This takes minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 8 mos
Osaic Wealth, INC.
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Osaic Fa, INC.
July 2020 - January 2025 · 4 yrs 6 mos
Osaic Fa, INC.Broker
July 2020 - January 2025 · 4 yrs 6 mos
Hornor, Townsend & Kent, LLC
January 2018 - July 2020 · 2 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
January 2018 - July 2020 · 2 yrs 6 mos
MML Investors Services, LLC
September 2017 - January 2018 · 4 mos
MML Investors Services, LLCBroker
June 2017 - January 2018 · 7 mos
State Registrations10 states
CADEFLNCNJNYPASCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.