Bryan Graczyk
Bryan Graczyk is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Saginaw, MI, with 28 years of industry experience. Bryan 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
3737 Fortune Blvd, Saginaw, MI, 48603
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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
Bryan is the owner of Graczyk-Dijak Financial Group, working full-time as a Certified Financial Planner. He is also an independent insurance agent and a partner in Graczyk-Dijak Holdings LLC, which involves renting office space and takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
First of Michigan CorporationBroker
State Registrations1 state
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