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Shawn Manuel

Advisor at OSAIC

Updated today

Location

Osage Beach, MO 65065

Credentials

Series 66

Industry experience

14 years

About

Shawn Manuel is a Series 66-licensed financial advisor with 14 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for nine years. Outside of his advisory role, he serves as president of Strategic Wealth Inc., a corporation involved in investment product sales and insurance services, and holds a leadership position with the Oakwood Hills Estates Property Owners Association. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a wide range of investment products and advisory programs across multiple custodial platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

3736 Osage Beach Parkway

Osage Beach, MO 65065

Most active in

Missouri · Texas

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services inc

2015 - 2024 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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