Rebecca Szewczyk is a registered investment advisor at Osaic Wealth, INC., based in Chicago, IL, with 11 years of industry experience. Rebecca 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
410 N Michigan Ave, Suite 1200, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca works full-time as a client service manager for retirement plans at GCG Financial, Alera Investment Advisors, and Alera Group. She assists with onboarding new business, client service, and education for retirement plans.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Gwfs Equities, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
State Registrations1 state
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