Magdalena Woroniecki

Osaic Wealth, INC.

21 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

1415 W. Diehl Road, Suite 400, Naperville, IL, 60563

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History

Regulatory History (1)

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Customer Dispute

January 2025

Denied

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Other Business ActivitiesSells Insurance

Magdalena is an investment advisor representative at Sikich Financial, dedicating full-time hours. She also works as an insurance agent selling health insurance and owns a rental property, dedicating minimal time to each. Additionally, Magdalena is a Director on the Board of Directors for the DuPage County Estate Planning Council, a non-profit organization, dedicating minimal time.