Alex
Zwolak
Osaic Wealth, Inc
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About this Advisor
Alex Zwolak is a financial advisor based in Odessa, Florida, working with Osaic Wealth, Inc. Alex has previously held positions at Valic Financial Advisors, Kforce, and Osaic Wealth, Inc. Alex has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Alex is part of Osaic Wealth, Inc, which operates out of Odessa, Florida. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alex Zwolak Work History
Osaic Wealth, Inc
Valic Financial Advisors
Kforce
Disclosures
Please visit the SEC profile of Alex Zwolak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Wealth, Inc
Waterloo, IA
Buffalo, NY
Effingham, IL
Overland Park, KS
Lake Worth, FL
Mc Lean, VA
Fort Wayne, IN
Emporia, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
