Mirjana Kljajic
Mirjana Kljajic is a registered investment advisor at Osaic Wealth, INC., based in Chicago, IL, with 19 years of industry experience. Mirjana 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
203 N LaSalle, Suite 2100, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2019Other Business Activities
Mirjana is the owner and landlord of MGK Properties, LLC and the CEO and owner/operator of MGK Wealth, LLC. She dedicates minimal time to MGK Properties and nearly full-time hours to MGK Wealth.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mitre Group LLCBroker
Aig Financial Advisors, INC.Broker
State Registrations5 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.