Jeffrey Alan Netolicky
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Jeffrey Alan Netolicky? Claim your profile
Contact this firm
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
12 years in the industry.
- Osaic Wealth, Inc.Aug 2026 to now
- Parady Financial Group LLCOct 2024 to Jul 2026
- Global Atlantic Distributors, LLCJun 2023 to Oct 2024
- Global Atlantic Financial GroupJun 2023 to Oct 2024
- Brokers InternationalApr 2019 to Jun 2023
- Biglron RealtyMar 2018 to Apr 2019
- Lake Pleasant Real EstateMar 2017 to Dec 2017
- AnnexusDec 2016 to Feb 2017
- Scout Distributors, LLCJul 2014 to Nov 2016
- Umb Distribution Services, LLCJul 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5643153
- Firm CRD
- 23131