Les Hunzinger
Les Hunzinger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Woodridge, IL, with 32 years of industry experience. Les 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
Woodridge, IL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2013Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Les sells and services insurance and annuities to investment clients, dedicating minimal time to this activity. He also works full-time as a financial advisor under the DBA Hunzinger Financial Services and spends a significant amount of time as the owner/accountant for Hunzinger & Co., CPAs, providing tax and accounting services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Hochman & Baker Securities, INC.Broker
State Registrations10 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.