Barbara Stetzko
Barbara Stetzko is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Crystal River, FL, with 30 years of industry experience. Barbara 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
3448 N. Citrus Avenue, Crystal River, FL, 34428
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Regulatory History (1)
Regulatory
August 1990Other Business ActivitiesSells Insurance
Barbara is the President of The Financial Sense People, LLC, which encompasses all her business activities, including insurance, income tax, and divorce planning; this takes nearly full-time. She also offers insurance products, including fixed annuities, disability, health, life, employee benefits, and long-term care.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Vestax Securities CorporationBroker
Fsc Securities CorporationBroker
Lifemark Securities CORP.Broker
State Registrations32 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.