Nikolas Paul Wogstad

Osaic Wealth, INC.

31 Years of Experience

BrokerSells 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

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Nikolas works as an investment advisor representative and CFO/senior partner at Everest Financial Group, dedicating a significant portion of his time to investment management and corporate financial obligations. He also engages in fixed insurance sales as an insurance agent, but this takes minimal time.