Frances Elaine Tillman
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services IncJul 2021 to Jan 2024
- State Farm Vp Management Corp.Feb 2020 to Jun 2021
- Chad Radtke Insurance AgencyNov 2019 to Jun 2021
- HomemakerMay 2019 to Nov 2019
- Leix DentalOct 2018 to May 2019
- Columbia College of Missouri-crystal Lake CampusJul 2016 to Oct 2019
- Dartmoor DentalMar 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7223584
- Firm CRD
- 23131