Gregory Britsch
Gregory Britsch is a registered investment advisor at Osaic Wealth, INC., based in Oak Creek, WI, with 27 years of industry experience. Gregory 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
6400 S. 27th St, Oak Creek, WI, 53154
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Regulatory History (1)
Financial
September 2016Other Business ActivitiesSells Insurance
Gregory works in insurance sales for Northern States Brokerage and AdvisorNet Insurance, dedicating minimal time to each. He also works as a financial advisor for SAA, spending a few hours per week offering advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fintegra, LLC
Fintegra, LLCBroker
Financial Network Investment CorporationBroker
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Banc One Securities Corporation
UBS Painewebber INC.Broker
Strong Investments, INC.Broker
Liss Financial ServicesBroker
Cigna Financial Advisors,inc.Broker
Equable Securities CorporationBroker
State Registrations13 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.