Teresa Hart (CRD# 4917472) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mitchell, SD and has over 18 years of experience in the finance industry.
CRD# 5632754
Lpl Financial LLC
CRD# 67204
Osaic Wealth, Inc.
CRD# 1767968
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Mitchell, SD | Jan 2024 - Current | < 1 |
Woodbury Financial Services, Inc. | Mitchell, SD | Oct 2013 - Jan 2024 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2006 |
S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- SD
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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