John Kwasigroch
John Kwasigroch is a registered investment advisor at Osaic Wealth, INC., based in Downers Grove, IL, with 31 years of industry experience. John 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
1901 Butterfield Road, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2024Other Business ActivitiesSells Insurance
John is dually-registered as an investment advisor representative with Alera Investment Advisors, LLC and as a Registered Representative with Triad Advisors, Inc., dedicating most of his time to the former. He also works for GCG Financial and Alera Group in various advisor and broker roles, including providing fixed business products like LTC, property casualty insurance, disability insurance, and group benefits.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations18 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.