Douglas Tsoka
Douglas Tsoka is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 7 years of industry experience. Douglas 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
17117 Oak Drive Ste A, Omaha, NE, 68130
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Regulatory History (1)
Criminal
September 2013Other Business ActivitiesSells Insurance
Douglas oversees sales for agents registered on the All Access Brokerage platform, works as an investment advisor for SAA, and sells insurance and health policies through Futurity First Insurance Group. These activities take up about half of Douglas's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Pacific Select Distributors, LLCBroker
State Registrations3 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.