Lawrence Stack
Lawrence Stack is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bingham Farms, MI, with 42 years of industry experience. Lawrence 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
30600 Telegraph Road, Suite 1350, Bingham Farms, MI, 48025
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Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Lawrence is the Vice President of Financial Planning at Michigan Financial Companies, focusing on securities sales/marketing, investment advisory, and insurance products, dedicating full-time hours. He also spends about a quarter of his time at Michigan Financial Companies selling fixed annuities and non-variable insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Ws Griffith Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.