Michael Moravec is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 28 years of industry experience. Michael 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
101 South 108th Avenue, Omaha, NE, 68154
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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
Michael is a CPA at Moravec & Associates, is involved in a farming business, and affiliated with WealthPlan Partners as a financial advisor. He also sells life, long-term care insurance, and fixed annuities through Moravec Financial Advisors, and serves on the advisory board for Aquinas/St. Mary's Catholic School.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Previous Registrations
Wealthplan Partners
Securities America, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Sii Investments, INC.Broker
State Registrations12 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.