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Tara Hemsing Woitalla

Advisor at OSAIC

Updated today

Location

Brainerd, MN 56401

Credentials

Series 63, Series 65

Industry experience

14 years

About

Tara Hemsing Woitalla is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and Thrivent Financial for Lutherans. Outside of her advisory role, she owns and manages a family farm and operates Retirement Designs LLC, a financial advising business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

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

624 Nw 5 Th St

Brainerd, MN 56401

Most active in

Minnesota

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services inc

2022 - 2024 (2 years)

THRIVENT FINANCIAL for Lutherans

2012 - 2022 (10 years)

Thrivent investment Management Inc

2011 - 2022 (11 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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Series 63, Series 65

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Series 63, Series 65

Crosby, MN

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Series 66

Brainerd, MN

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Julie D

Series 63, Series 66

Brainerd, MN

Money Concepts Capital Corp

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Crosby, MN

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