Stephanie Terese Leatherman
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Osaic Wealth, Inc.Dec 2021 to now
- Sun Fox FinancialDec 2021 to now
- Pruco Securities, LLCOct 2019 to Dec 2021
- The Prudential Insurance Co. of AmericaOct 2019 to Dec 2021
- Cuna Brokerage Services, Inc.,May 2018 to Oct 2019
- Cuna Mutual GroupMay 2018 to Oct 2019
- Elevations Credit UnionMay 2014 to Apr 2018
- Cuso Financial Services, LPJan 2007 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2925299
- Firm CRD
- 23131