Robert Zyzo
Robert Zyzo is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Waukesha, WI, with 29 years of industry experience. Robert 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
N16W23233 Stone Ridge Drive, Suite 150, Waukesha, WI, 53188
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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 Registrations25 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.