Karissa Nissen is a registered investment advisor at Osaic Wealth, INC., based in Miles City, MT, with 4 years of industry experience. Karissa 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
2404 Main St, Miles City, MT, 59301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karissa is a partner in The Bark LLC, providing animal hospitality services, and the owner of The Goal Post LLC, providing concessions for youth programs. She also works as a manager at Professional Financial Services LLC, a tax and accounting practice, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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