Craig Senn
Craig Senn is a registered investment advisor at Osaic Wealth, INC., based in St Louis Park, MN, with 30 years of industry experience. Craig 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
4501 Minnetonka Blvd, Suite 200, St Louis Park, MN, 55416-4091
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2019Customer Dispute
March 2010Customer Dispute
March 2010Customer Dispute
February 2010Employment Separation After Allegations
December 2008Other Business ActivitiesSells Insurance
Craig operates under the DBA Diversified Wealth Management and Craig Senn Insurance Sales, selling fixed insurance products, life insurance, and disability insurance since 1994. This activity takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
New England SecuritiesBroker
State Registrations2 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.