Richard Lucas Tesznar
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
11 years in the industry.
- Engler, Garrow & Roth, LtdJun 2024 to now
- Osaic Wealth, Inc.Apr 2024 to now
- Sigma Financial CorporationJan 2024 to Apr 2024
- Sigma Planning CorporationJan 2024 to Apr 2024
- Hartmann-bogan Financial PlanningJan 2023 to Jun 2024
- Petersmark Financial NetworkJun 2021 to Dec 2022
- Sam's ClubMay 2021 to Dec 2022
- DoordashJun 2020 to Apr 2021
- Jimmy JohnsJun 2020 to Jun 2020
- Jimmy JohnsMay 2019 to Jul 2019
- The Dm Burr GroupJan 2019 to Feb 2020
- High School and CollegeAug 2013 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, OH).
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
- 7396722
- Firm CRD
- 23131