Advisor at Osaic Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Osaic Advisory Services, LLC
Location
Cloverdale, IN 46120
Credentials
Series 66
Industry experience
7 years
Cameron Chestnut is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has been involved with Chestnut Financial Group since 2017, where he serves as an advisor and part owner. Chestnut also has prior experience with Triad Advisors and Parkland Securities. Osaic Advisory Services 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 a range of services such as managed account programs, financial planning, retirement plan consulting, and lending solutions.
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
301 S Main St
Cloverdale, IN 46120
Florida · Indiana
OSAIC
2024 - Present (2 years)
Osaic Advisory Services
2024 - Present (2 years)
Triad Advisors
2024 - 2024 (1 year)
Chestnut Financial Group
2017 - Present (9 years)
Parkland Securities
2017 - 2024 (7 years)
Unemployed
2017 - 2017 (1 year)
Sherwin Williams
2016 - 2017 (1 year)
Student
2007 - 2016 (9 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®
Fillmore, IN
Best Case Financial
I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.
Series 65
Greencastle, IN
Wabash Capital, Inc.
Series 63, Series 65, Series 66
Greencastle, IN
J. W. Cole Advisors, Inc.
CFP®, Series 63, Series 66
Cloverdale, IN
Osaic Advisory Services, LLC
Series 66
Greencastle, IN
Edward Jones
Series 63, Series 65
Greencastle, IN
LPL Financial
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