Jonathan Kvasnik is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in St Paul, MN, with 34 years of industry experience. Jonathan 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
607 S Smith Ave, St Paul, MN, 55107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is an investment advisor representative with Securities America Advisors and a dual employee of Bankcherokee. He also owns rental property, participates in a podcasting show, operates a beekeeping business, and acts as a FINRA arbitrator, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fintegra, LLC
Fintegra, LLCBroker
Pan-American Financial AdvisersBroker
American Capital CorporationBroker
Fbs Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 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.