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
Meridian, ID 83642
Credentials
Series 66
Industry experience
7 years
Sean Meldrum is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and Idaho Central Credit Union. Meldrum is also affiliated with Idaho Central Wealth Management, a financial institution where he serves as a financial advisor. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management 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
1111 S Silverstone Way, Suite 120
Meridian, ID 83642
Idaho
OSAIC Institutions, Inc.
2025 - Present (1 year)
OSAIC Advisory Services, LLC
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
PFG Advisors
2024 - 2025 (1 year)
Securities America, Inc.
2024 - 2024 (1 year)
Ameriprise
2020 - 2024 (4 years)
KMS Financial Services, Inc.
2019 - 2020 (1 year)
Idaho Central Credit Union
2017 - 2021 (4 years)
The O.N. Equity Sales Company
2017 - 2017 (1 year)
Ohio National Financial Services
2017 - 2017 (1 year)
Edward Jones
2016 - 2017 (1 year)
Rails West FCU
2012 - 2016 (4 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.
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