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Elaine Suzanne Vandeest

Osaic Wealth, Inc.

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About Elaine Suzanne Vandeest

Elaine Suzanne Vandeest is a financial professional with over 20 years of experience. Elaine is currently registered with Osaic Wealth, Inc., a firm with a strong focus on providing investment advice to a wide range of clients. Elaine has a strong background in investment company products and variable contracts, which are a core part of many investment plans. Elaine’s expertise in these areas comes from a previous role with Woodbury Financial Services, Inc., where Elaine was registered from May 22, 2001, until January 19, 2024. Elaine’s specializations include a broad range of services. Elaine is a seasoned financial professional who is passionate about helping clients achieve their financial goals.

Firm Information

Elaine Vandeest is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elaine Vandeest’s Registration & Firm History

AZ

01/19/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

MN

05/22/2001 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elaine Suzanne Vandeest.
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