Advisor at Osaic Advisory Services, LLC
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Firm
Osaic Advisory Services, LLC
Location
Walla Walla, WA 99362
Credentials
Series 63, Series 66
Industry experience
13 years
Andre Selfa is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Ameriprise Financial Services, LPL Financial, and Gesa Credit Union. He is also involved with Pinnacle Ascent, LLC, providing financial and investment advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.
Based on Osaic Advisory Services, LLC
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth clients
$0+: Negotiable, maximum up to 2.50% annually for Advisory Representative Managed Account Programs (Ally and Counsel Programs) with flat, linear, or tiered billing options $0+: Up to 3.00% annually for Plan Participant Retirement Program (management fee on total assets, fixed percentage or tiered fee schedule) $0+: Retirement Plan Consulting Services: Fixed fees $1,000 - $100,000; Hourly fees $50 - $300 per hour; Basis points up to 1.25% (125 basis points)
Advisory Representatives may receive commissions through Osaic Wealth when selling securities or insurance products; commissions are separate from advisory fees
Hourly fees for financial planning/consulting generally range from $0 to $750 per hour
Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed to the advisor per account Fee-only: Financial planning and consulting services charged on hourly or fixed fee basis; hourly fees range $0 - $750 per hour; fixed fees generally up to $25,000 but can exceed for high net worth individuals
2009 Walla Walla Ave Ste A
Walla Walla, WA 99362
Washington
Osaic Advisory Services, LLC
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Arbor Point Advisors
2021 - 2024 (3 years)
Securities America, inc.
2021 - 2024 (3 years)
Ameriprise Financial Services Inc
2017 - 2021 (4 years)
LPL Financial
2012 - 2017 (5 years)
Gesa Credit Union
2012 - 2017 (5 years)
Walla Walla Valley Tours
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Walla Walla, WA
Walla Walla Wealth Advisors
Series 65
Walla Walla, WA
Walla Walla Wealth Advisors
Series 65
Walla Walla, WA
Advisory Alpha, LLC
Series 63, Series 65
Walla Walla, WA
Arkadios Wealth Advisors
Series 63, Series 65
Walla Walla, WA
CWM, LLC
Series 63, Series 65
Walla Walla, WA
Cetera
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