Nakita Kirchner is a registered investment advisor at Osaic Wealth, INC., based in Minnetonka, MN, with 2 years of industry experience. Nakita 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
10900 Wayzata Boulevard, Suite 850, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nakita works as a paraplanner for Vedadi Wealth Management, spending about two-thirds of her time on tasks such as data entry, client assistance, and record updates. She also serves as a board member for the US Palestinian Community Network - Minnesota, dedicating minimal time to organizing community and cultural events.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
State Registrations2 states
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