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
Aurora, OH 44202
Credentials
Series 63
Industry experience
32 years
Heather Pollack is a financial advisor at Beacon Financial Group, Inc. with 32 years of industry experience. She holds a Series 63 designation and previously worked for Lincoln National Life Insurance Company and Lincoln Financial Advisors Corp. for 20 years. Beacon Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan sponsors, offering wealth management that integrates discretionary investment management, financial planning, and qualified retirement-plan fiduciary services. The firm uses a combination of common investment instruments and occasional specialized strategies, emphasizing customized, goal-based portfolio construction with a long-term focus and flexibility to adjust as needed.
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
173 South Chillicothe Road
Aurora, OH 44202
Ohio
Osaic Advisory Services
2026 - Present (1 year)
Beacon Financial Group, Inc.
2021 - Present (5 years)
Lincoln National Life Ins Co
2002 - 2022 (20 years)
Lincoln Financial Advisors Corp.
2002 - 2022 (20 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.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Series 63, Series 65
Solon, OH
WRK Investments, LLC
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
Series 63, Series 65
Beachwood, OH
Taub Investment Planning Services LLC
Series 66
Bentleyville, OH
Strategic International
Series 65
Beachwood, OH
Thomas & Company LLC
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