William Dijak
William Dijak is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Saginaw, MI, with 29 years of industry experience. William 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
3737 Fortune Blvd, Saginaw, MI, 48603
Get directionsHistory
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
William operates under the DBA Graczyk Dijak Financial Group and is an independent insurance agent, potentially selling equity indexed annuities. He also works as an assistant basketball coach at Bay City Western High School, dedicating about a quarter of his time, and is a partner in Graczyk Dijak Holdings, renting office space, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Linsco/private Ledger CORP.Broker
Quest Capital Strategies, INC.Broker
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.