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Eugene Frederick Muenchau

Osaic Wealth, Inc.

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About Eugene Frederick Muenchau

Eugene Frederick Muenchau is a financial advisor with Osaic Wealth, Inc., a firm registered with the state of Arizona and licensed in the state of Minnesota. Eugene's experience in the financial industry spans over 37 years and he holds licenses in both Series 6 and Series 63. Eugene has a proven track record of providing comprehensive financial advice to individuals, businesses, and charitable organizations.

Firm Information

Eugene Muenchau 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.

7845 3RD STREET N

OAKDALE, MN 55128

$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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Eugene Muenchau’s Registration & Firm History

MN

01/19/2024 - Present

Osaic Wealth, Inc. (OAKDALE MN)

MN

10/16/2006 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

06/20/2003 - 10/18/2006

SAMMONS SECURITIES COMPANY, LLC (EDINA MN)

MN

02/28/1986 - 06/20/2003

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

NA

05/16/1985 - 03/04/1986

U. S. CAPITAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 9/12/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/8/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 5/15/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Eugene Frederick Muenchau. Review regulatory record here.
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