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Erin M Seiler

Osaic Wealth, Inc.

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About Erin M Seiler

Erin Seiler is a financial advisor with Osaic Wealth, Inc. Erin has been working in the financial services industry since 2003 and has a strong understanding of financial planning, portfolio management, and investment strategies. Erin is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Erin has experience working with individuals, families, businesses, and charitable organizations. Erin is dedicated to building long-term relationships with her clients and helping them achieve their financial goals.

Firm Information

Erin Seiler 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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Erin Seiler’s Registration & Firm History

MN

09/25/2024 - Present

Osaic Wealth, Inc. (PLYMOUTH MN)

NY

03/06/2019 - 04/06/2020

CASTLE HILL CAPITAL PARTNERS, INC. (NEW YORK NY)

MN

05/22/2018 - 03/06/2019

FIDELITY BROKERAGE SERVICES LLC (MINNETONKA MN)

MN

04/27/2016 - 04/09/2018

LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)

MN

12/03/2015 - 04/06/2016

WELLS FARGO ADVISORS, LLC (MINNETONKA MN)

MN

02/08/2013 - 11/19/2015

LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)

MN

10/19/2011 - 02/01/2013

ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)

MN

11/16/2007 - 03/17/2008

ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)

MN

06/23/2004 - 10/29/2007

TRANSAMERICA CAPITAL, INC. (MINNEAPOLIS MN)

MN

01/09/2003 - 06/14/2004

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

IL

04/17/2001 - 11/25/2002

PMG SECURITIES CORPORATION (ELGIN IL)

MN

02/23/1999 - 03/28/2001

SIA SECURITIES CORPORATION (MINNEAPOLIS MN)

MN

03/18/1998 - 01/26/1999

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

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Licenses & Designations

BOTH

Issued 11/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Erin M Seiler.
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