Jeffrey Linska
Jeffrey Linska is a registered investment advisor at Osaic Wealth, INC., based in Utica, MI, with 39 years of industry experience. Jeffrey 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
8300 Hall Road, Ste 201, Utica, MI, 48317
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Regulatory History (1)
Financial
February 2020Other Business ActivitiesSells Insurance
Jeffrey is involved in life insurance sales, as well as fixed and indexed annuity sales, which are investment-related and take a few hours per week. He also runs an advisory business as a sole proprietor, focusing on wealth management, which takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
First Chicago Nbd Investment Services, INC.Broker
Walnut Street Securities, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Capital Analysts, IncorporatedBroker
State Registrations7 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.