Sean Twohig is a CFA-designated registered investment advisor at Osaic Wealth, INC., based in Appleton, WI, with 4 years of industry experience. Sean 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
W6240 Communication Court, Suite 1, Appleton, WI, 54914
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is a tax preparer through Feucht Financial Group, LLC, taking about 10-20% of his time during tax season. He also holds board and treasurer positions at several non-profit organizations, including St. Gianna Clinic, St. Mary's Springs Academy Foundation, and Fond du Lac Area Catholic Parents for Scouting, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations8 states
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