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Lexi Rae Stangel

Osaic Wealth, Inc.

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About Lexi Rae Stangel

Lexi Rae Stangel is a financial advisor with Osaic Wealth, Inc. based in West Linn, OR. Lexi has been in the financial industry since 2019 and has a Series 7, Series 63, and Series 66 license. Lexi is also a Registered Investment Advisor in Oregon and Texas. Lexi has experience working with individuals, families, and businesses. Lexi specializes in providing financial planning, investment management, and retirement planning services.

Firm Information

Lexi Stangel 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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Lexi Stangel’s Registration & Firm History

OR

07/11/2024 - Present

Osaic Wealth, Inc. (WEST LINN OR)

OR

04/02/2021 - 05/31/2023

SECURITIES AMERICA, INC. (WEST LINN OR)

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Licenses & Designations

BOTH

Issued 03/13/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lexi Rae Stangel.
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