Walter Nencka
Walter Nencka is a registered investment advisor at Osaic Wealth, INC., based in Warwick, RI, with 15 years of industry experience. Walter 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
935 Jefferson Boulevard, Suite 2000, Warwick, RI, 02886
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Regulatory History (1)
Criminal
June 1992Other Business ActivitiesSells Insurance
Walter is an insurance agent since 2010, dedicating a few hours per week to insurance sales. He is also a financial advisor with Independence Financial Partners, spending about 10-20% of his time assisting clients with their financial accounts and earning advisory and sales commissions.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Metlife Securities INC.Broker
State Registrations14 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.