Jordan Marchewka
Jordan Marchewka is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kalamazoo, MI, with 7 years of industry experience. Jordan 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
Hfg Financial Group, 5659 West Michigan Avenue, Kalamazoo, MI, 49009
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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
Jordan is a registered representative with HFG Financial Group Insurance, though he has not yet used his life and health insurance licenses. He also works as a financial advisor for HFG Financial Group and Pathways Financial Group LLC, dedicating about a quarter of his time to the former. Finally, Jordan is a finance team member at The Bridge Church, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Hfg Advisors INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations11 states
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