Jeffrey Husak
Jeffrey Husak is a registered investment advisor at Osaic Wealth, INC., based in Northville, MI, with 19 years of industry experience. Jeffrey 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
131 E. Cady St., Northville, MI, 48167
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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
Jeffrey is an insurance agent with The Wealth Advantage Group, offering sales and service of life insurance products, dedicating a few hours per week. He is also a partner and financial advisor with the same firm, overseeing daily activities and managing client accounts full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Next Financial Group, INC.
Next Financial Group, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
First Trust Portfolios L.P.Broker
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
State Registrations24 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.