Robert Zyzo
Robert Zyzo is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Waukesha, WI, with 30 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
N16W23233 Stone Ridge Drive, Suite 150, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Robert owns Focused Tax Solutions LLC, providing tax preparation and planning, dedicating about 10-20% of his time. He also owns Choice Advisors LLC, an agency for fixed insurance, and spends minimal time on this. Robert is also an Investment Advisory Representative with Osaic Wealth, Inc. (nearly full-time) and an agent with TruChoice Financial Group (minimal time) for fixed insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations27 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.
Exams
More Advisors
- Scott DolvenOsaic Wealth, INC.
- Mitchell Andrews, CFPOsaic Wealth, INC.
- Tanner Federspill, CFPOsaic Wealth, INC.
- Salvatore Ferrito, ChFCOsaic Wealth, INC.
- Casey O'gormanOsaic Wealth, INC.
- Rebecca Hammer, CFPOsaic Wealth, INC.