Megan Wolfe is a registered investment advisor at Osaic Wealth, INC., based in Huntington, IN, with 3 years of industry experience. Megan 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
Huntington, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan operates Kimmel Financial Services as a DBA for her LPL business and as a Registered Investment Advisor. She also provides investment advisory services through Private Advisor Group, dedicating a full-time commitment to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations8 states
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