Neil Schlagel, financial advisor Hutchinson MN

Neil Schlagel

CRD Number: 6982895
Current Firm: Osaic Wealth, Inc.

Neil Schlagel (CRD# 6982895) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hutchinson, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Hutchinson, MN Sep 2023 - Current < 1
Sagepoint Financial, Inc. Hutchinson, MN Apr 2019 - Current 5
Isd 466 Cokato, MN Aug 2011 - Current 12
Prowoodbats Howard Lake, MN Jun 2003 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Neil K. Schlagel
Phone Number: 800-821-5100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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