James Matejcek is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Minneapolis, MN, with 29 years of industry experience. James 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
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
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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
James is an Investment Advisor Representative and Registered Representative at Everest Financial Group, dedicating about half of his time and about a quarter of his time, respectively. He also owns Matejcek Financial Corp, where he sells insurance, spending about 10-20% of his time on this activity, and dedicates minimal time to a non-profit theater company and the Plymouth Civic League.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Everest Financial Group
Previous Registrations
Securities America, INC.Broker
Brookstreet Securities CorporationBroker
Capitol Securities Management, INC.Broker
Somerset Financial Group, INC.Broker
Private Financial SecuritiesBroker
Sii Investments, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
New England SecuritiesBroker
Transamerica Financial Resources, INC.Broker
State Registrations15 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.