Marjorie Larson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Rockford, IL, with 47 years of industry experience. Marjorie 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
307 Amphitheater Drive, Rockford, IL, 61107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marjorie owns Certified Consulting Services, an SCorp providing financial planning services to individual clients and utilizing third-party money managers. She dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Certified Consulting Services
Certified Consulting Services
Tower Equities, INC.Broker
New England SecuritiesBroker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
E. F. Hutton & Company INCBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations16 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.