John Gutowsky
John Gutowsky is a registered investment advisor at Osaic Wealth, INC., based in Chanhassen, MN, with 27 years of industry experience. John 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
7955 Stone Creek Drive, Suite 20, Chanhassen, MN, 55317
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Regulatory History (1)
Customer Dispute
September 2024Other Business ActivitiesSells Insurance
John is a board member for the Fellowship of Christian Athletes and a landlord for a townhome rental and office space sublet, dedicating minimal time to each. He also works as a life insurance agent, offering fixed insurance products, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
LPL Financial LLCBroker
Eagle One Investments, LLCBroker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
State Registrations11 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.