Luka Pavlina
Luka Pavlina is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kingsburg, CA, with 19 years of industry experience. Luka 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
1440 California St, Suite C, Kingsburg, CA, 93631
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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
Luka is a statutory agent for a sole proprietorship, providing life insurance to clients, dedicating a few hours per week. Luka also works full-time as a financial advisor for NWF Advisory, advising clients on investment decisions.
Employment History
Current Registrations
Osaic Wealth, INC.
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
First Investors CorporationBroker
State Registrations13 states
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