Amy Welfringer is a registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 9 years of industry experience. Amy 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
10333 East 21st Street, Building 100, Suite 104, Wichita, KS, 67206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy works as a client executive for Gallagher Fiduciary Advisors, LLC providing investment consulting, taking about half of her time. She also works as a client executive for Gallagher Benefit Services providing retirement plan consulting services and other group employee benefits, dedicating about a quarter of her time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations3 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.