Timothy Seiders

Osaic Wealth, INC.

40 Years of Experience

6 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

119 W. Wayne Avenue, Wayne, PA, 19087

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History

Regulatory History (6)

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Judgment / Lien

May 2022

Judgment / Lien

October 2021

Judgment / Lien

June 2016

Judgment / Lien

February 2016

Judgment / Lien

March 2011

Judgment / Lien

December 2010

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Timothy owns One Stop Financial Services and an insurance-related sole proprietorship, both since the 1980s, and is an associate at Alera Group and an Investment Adviser Representative at The Ascent Group. All of these activities take up nearly all of Timothy's time.

Employment History

Current Registrations

Osaic Wealth, INC.Broker

August 2024 - Present · 1 yr 6 mos

The Ascent Group, LLC

June 2021 - Present · 4 yrs 8 mos

Previous Registrations

Triad Advisors LLCBroker

February 2023 - August 2024 · 1 yr 6 mos

Ameritas Investment Company, LLCBroker

June 2006 - January 2023 · 16 yrs 7 mos

Ameritas Advisory Services

June 2006 - November 2021 · 15 yrs 5 mos

Carillon Investments, INC

October 2002 - June 2006 · 3 yrs 8 mos

Carillon Investments, INC.Broker

July 1985 - June 2006 · 20 yrs 11 mos

State Registrations15 states

AZCACODEFLGAMSNCNJNYOHPASCTNVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.