Anne Machesky
Anne Machesky is a registered investment advisor at Osaic Wealth, INC., based in Edina, MN, with 45 years of industry experience. Anne 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
7801 East Bush Lake Road, Suite 485, Edina, MN, 55439
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Regulatory History (1)
Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Anne owns AMMCOR Holdings, LLC, where she gives speeches and writes articles on business trends, dedicating a few hours per week. Anne is also an insurance agent selling fixed life, long-term care insurance, and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Fsc Securities CorporationBroker
Westamerica Financial CorporationBroker
Waddell & Reed, INC.Broker
State Registrations21 states
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.