Emma Gillian Monk
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
11 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Gt Financial Advisors LLCDec 2021 to now
- Woodbury Financial Services IncAug 2022 to Jan 2024
- Wmg Waznik Moseler Group LLCNov 2019 to Dec 2021
- Fleet FarmAug 2019 to Nov 2019
- PetropawlisSep 2017 to Aug 2019
- Braemar ArenaJul 2017 to Mar 2018
- City of RosevilleMay 2015 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7201585
- Firm CRD
- 23131