Keith Walle is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Springfield, IL, with 12 years of industry experience. Keith 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.
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Keith works as a financial advisor/IAR for Sikich Financial, dedicating nearly full-time hours to financial planning and investment management. He also serves as Board Chair for the Springfield Urban League, a non-profit organization, and as a Principal of Sikich LLC, the parent company of Sikich Financial, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Sikich Financial
Previous Registrations
Triad Advisors LLCBroker
State Registrations22 states
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