Robert Petzold
Robert Petzold is a registered investment advisor at Osaic Wealth, INC., based in Terra Ceia Island, FL, with 26 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
Terra Ceia Island, FL
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Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Robert owns Petzold Financial Group, LLC, where he sells and services life insurance, health insurance, annuities, and long-term care. He is also an advisor with Securities America Advisors and a regional vice president at Kansas City Life Insurance Company, dedicating full-time hours to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.