Wendy
Tesch
Osaic Wealth, Inc
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About this Advisor
Wendy Tesch is a financial advisor based in Appleton, Wisconsin, working with Osaic Wealth, Inc. Wendy has previously held positions at Investment Concepts, Sagepoint Financial, Inc, and Osaic Wealth, Inc. Wendy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Wendy is part of Osaic Wealth, Inc, which operates out of Appleton, Wisconsin. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Wendy Tesch Work History
Osaic Wealth, Inc
Sagepoint Financial, Inc
Investment Concepts
Disclosures
Please visit the SEC profile of Wendy Tesch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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