David Rychlick
David Rychlick is a registered investment advisor at Osaic Wealth, INC., based in Plymouth, MI, with 33 years of industry experience. David 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
819 N Mill Street, Plymouth, MI, 48170
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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
David is an insurance agent selling life and disability insurance since 2013, dedicating a few hours per week. He also sells fixed annuities and owns rental real estate property, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England SecuritiesBroker
Questar Capital CorporationBroker
Allstate Financial Services, LLCBroker
Kcd Financial, INC.Broker
Linsco/private Ledger CORP.Broker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Allmerica Investments, INC.Broker
Mariner Financial Services, INC.Broker
State Registrations9 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.