Marshall D Chasek
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Marshall D Chasek? 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
11 years in the industry.
- Osaic Wealth, Inc.Mar 2026 to now
- LPL Financial LLCAug 2025 to Feb 2026
- Edward JonesAug 2024 to Aug 2025
- Cornhusker BankJan 2023 to Jul 2024
- AmeritasApr 2022 to Dec 2022
- City Bank & Trust CoJan 2022 to Mar 2022
- Northwestern MutualAug 2021 to Sep 2021
- Nebraska Wesleyan UniversityAug 2019 to May 2023
- Minden Exchange Bank & Trust CoMay 2018 to Aug 2020
- Minden High SchoolApr 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7424865
- Firm CRD
- 23131