Thomas Drabek
Thomas Drabek is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 37 years of industry experience. Thomas 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
3530 Camino Del Rio N, Suite 206, San Diego, CA, 92108
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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
Thomas is the President of Drabek Financial, selling fixed and index annuities, long-term care, disability, and life insurance, dedicating about a quarter of his time. He is also the President of another sole proprietorship, selling life insurance and annuities, spending about a third of his time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Girard Securities, INC.Broker
Focus Investment Advisors
Securities America, INC.Broker
Legacy Financial Services, INC.Broker
The Leaders Group, INC.Broker
Securities Management & Research, INC.Broker
Sentra Securities CorporationBroker
Princor Financial Services CorporationBroker
Mony Securities CORP.Broker
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.