Naomi
Kowalik
Osaic Wealth, Inc
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About this Advisor
Naomi Kowalik is a financial advisor based in Sauk Rapids, Minnesota, working with Osaic Wealth, Inc. Naomi has previously held positions at Valmark Securities, Inc, Valmark Advisors, Kowalik & Associates, LLC, Questar Capital, Questar Asset Management, Woodbury Financial Services, Inc, and Osaic Wealth, Inc. Naomi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Naomi is part of Osaic Wealth, Inc, which operates out of Sauk Rapids, Minnesota. 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.
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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
Naomi Kowalik Work History
Osaic Wealth, Inc
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Questar Capital
Questar Asset Management
Valmark Securities, Inc
Valmark Advisors
Kowalik & Associates, LLC
Disclosures
Please visit the SEC profile of Naomi Kowalik 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
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Litchfield, MN
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Brentwood, TN
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