Alfred Czerniewski
Alfred Czerniewski is a registered investment advisor at Osaic Wealth, INC., based in Adams, WI, with 38 years of industry experience. Alfred 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
139 South Main Street, Adams, WI, 53910
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2021Customer Dispute
February 2021Customer Dispute
November 2020Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Alfred owns rental property, for which his corporation pays him rent. He is also part owner of Czerniewski Insurance Agency LLC and acts as a statutory agent for Czerniewski Ins. and Proactiv Wealth, selling fixed life insurance, dedicating a few hours per week to these insurance-related activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sii Investments, INC.Broker
State Registrations31 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.