Barry Stark is a registered investment advisor at Osaic Wealth, INC., based in Springfield, IL, with 29 years of industry experience. Barry 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
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
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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
Barry is the chief compliance officer for an unaffiliated broker dealer and RIA, spending full-time hours on this role. He also holds placeholder officer positions at Sikich Insurance Group LLC, an insurance agency, while it is being wound down.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Sikich Financial
Sikich Corporate Finance LLCBroker
Previous Registrations
Triad Advisors LLCBroker
Bernardi Asset Management, LLC
Bernardi Securities, INC.Broker
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
World Equity Group, INC.Broker
World Equity Group, INC.
Vision Investment Services, INC.Broker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Hochman & Baker Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations5 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.