Jacqueline Lakocy
Jacqueline Lakocy is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Eagle, ID, with 41 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
873 E. State Street, Eagle, ID, 83616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacqueline is an investment advisor representative (IAR) at Continuum Advisors and a principal at Transitional Wealth Strategies, providing financial planning and investment advice. She also works as an insurance agent selling insurance products, fixed annuities, and long-term care insurance, dedicating a few hours per week. Finally, Jacqueline hosts an Airbnb, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
Brookstreet Securities CorporationBroker
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
Berman and Stickel IncorporatedBroker
Titan/value Equities Group, INC.Broker
Durham Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.