Donald Svoboda
Donald Svoboda is a registered investment advisor at Osaic Wealth, INC., based in Lincoln, NE, with 47 years of industry experience. Donald 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
5831 South 58th, Suite D, Lincoln, NE, 68516
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Donald sells and services non-variable insurance products since 1978, dedicating a few hours per week to this activity. He is also a Director at Midwest Financial Group, Inc. DBA Financial Partners, spending a few hours per week on selling and servicing traditional insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
First Affiliated Securities, INC.Broker
Lincoln National Pension Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations11 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.