Bart Jagodzinski
Bart Jagodzinski is a registered investment advisor at Osaic Wealth, INC., based in Billings, MT, with 21 years of industry experience. Bart 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
490 North 31 St Street, Suite 217, Billings, MT, 59101
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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
Bart is an insurance agent for multiple carriers through Ridgeline Wealth Partners LLC, spending minimal time on this activity. He also manages 612 Finco LLC, a family-owned LLC intended for rental property, and JAG Wealth Group LLC, a business account for commissions and expenses, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Banc of America Securities LLC
Banc of America Securities LLCBroker
State Registrations9 states
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