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Todd Thomas Turowski

Investment adviser representative at Osaic Wealth, Inc.
29 yearsExperience
3 statesRegistered in
ChFC®Designation
$234.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

29 years in the industry.

  1. Osaic Wealth, Inc.Sep 2023 to now
  2. Sage Point FinancialFeb 2018 to Sep 2023
  3. MML Investors Services, LLCMar 2017 to Feb 2018
  4. Metlife Securities Inc.May 1997 to Mar 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 3 states (FL, TX, WI).

Osaic Wealth, Inc.

$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2895520
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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