Betty Custer
Betty Custer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Madison, WI, with 46 years of industry experience. Betty 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
406 Science Drive, Suite 310, Madison, WI, 53711-1068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Betty is an agent with Custer Financial Services, offering various insurance products including accident and health, disability, fixed/indexed annuities, health savings accounts, traditional life insurance, and long-term care insurance. This takes Betty about 10-20% of her time, with 10 hours occurring during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Capital Financial Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Colonial Penn Distributors CORP.Broker
Ina Security CorporationBroker
State Registrations39 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.