Luke Nowacki
Luke Nowacki is a registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 25 years of industry experience. Luke 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
28411 Northwestern Hwy, Suite 1300, Southfield, MI, 48034
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Regulatory History (1)
Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Luke is a general partner in DNW Property Investments, LLC, managing residential rental property and in the process of selling the last duplex. He also works with MFC - Pinnacle Wealth Strategies selling fixed annuities and non-variable insurance, partners with Michigan Financial Benefits to provide group health benefits, and works as an Investment Advisor Representative with MFC - Pinnacle Wealth Strategies, dedicating nearly full-time hours to sales/marketing of securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations29 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.