Karl Weizenicker
Karl Weizenicker is a registered investment advisor at Osaic Wealth, INC., based in Oak Creek, WI, with 38 years of industry experience. Karl 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
7300 S 13th Street, Suite 103, Oak Creek, WI, 53154
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Karl works as a financial advisor for Savaglia Financial Advisors and Dream Plan Enjoy LLC, spending about half his time on the latter. He uses Dream Plan Enjoy to market life insurance and other non-securities products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Primevest Financial Services, INC.Broker
Essex National Securities, INC.Broker
Invest Financial CorporationBroker
Wellington Investment Services CORP.Broker
Pruco Securities CorporationBroker
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.