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.
Credentials
Series 66
Experience Industry experience
20 years
Location
Abbeville, AL
OSAIC
Institution
Erika Zessin is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and has worked with firms including Royal Alliance and Goldberg Zessin Investments. In addition to her advisory role, she serves as managing partner of Goldberg Zessin Investments, a partnership that involves referral services related to tax preparation, bookkeeping, and insurance sales. OSAIC Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools, risk assessments, and third-party managed account solutions.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Abbeville, AL
Abbeville AL
Advisors at this office
1
Alabama · Colorado · Nebraska · Texas
20 years of industry experience
OSAIC Wealth, Inc
2023 - Present • 3 years
Greenwood Village, CO
OSAIC Wealth, Inc
2023 - Present • 3 years
Wheat Ridge, CO
Goldberg Zessin Investments
2019 - Present • 7 years
Greenwood Village, CO
Royal Alliance
2019 - 2023 • 4 years
Greenwood Village, CO
Royal Alliance Associates
2006 - 2023 • 17 years
Wheat Ridge, CO
Goldberg Investment Advisors
2004 - Present • 22 years
Wheat Ridge, CO
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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