Julieann Schroeder is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Minneapolis, MN, with 36 years of industry experience. Julieann 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
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
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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
Julieann is the President and Owner of Sincere Financial, Ltd., a flow-through entity for tax purposes, and the President of Kingswood Farm Homeowners Association. She is also a financial advisor at Everest Financial Group, LLC, dedicating nearly full-time hours to registered investment advisory activities and financial planning, and spends a few hours per week at USAdvisors Insurance Agency providing insurance solutions.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Everest Financial Group
Previous Registrations
Usadvisors Wealth Management, LLC
Securities America, INC.Broker
Focus Financial
Royal Alliance Associates, INC.Broker
Fortis Investors, INC.Broker
Investment Management & Research, INCBroker
State Registrations4 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.