Nancy Narusiewicz
Nancy Narusiewicz is a registered investment advisor at Osaic Wealth, INC., based in Mendota Heights, MN, with 16 years of industry experience. Nancy 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
720 Main St Ste 209, Mendota Heights, MN, 55118
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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
Nancy provides investment advisory services through Minder Narusiewicz, Inc. and sells insurance. She also prepares tax returns and provides financial planning and portfolio management services, dedicating about 10-20% of her time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Minder Narusiewicz, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
State Registrations13 states
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