Thomas Czanstkowski
Thomas Czanstkowski is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Mountain Home, AR, with 27 years of industry experience. Thomas 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
106 East 7th Street, Mountain Home, AR, 72653
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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
Thomas is involved in several business activities, including fixed insurance sales, serving as an advisor and chief compliance officer for The Sherry Group Inc., and working as a registered representative for Royal Alliance Associates, Inc. He also dedicates time to various non-profit and charitable organizations and co-owns Buford's Red Barn LLC with his wife.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
The Sherry Group, INC.
Previous Registrations
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Paragon Advisors LLC
Transamerica Financial Advisors, INC.Broker
State Registrations8 states
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