Nathan Ciolek
Financial advisor at Osaic Wealth, Inc. · Puyallup, WA
Last updated 2026-10-10
Claim your profileNathan Ciolek is a financial advisor at Osaic Wealth, Inc. in Puyallup, WA, CRD 7902267. Licenses and exams on the registration: Series 66. First registered 2024-07-22.
Registration
- CRD number
- 7902267
- Registration status
- Active
- First registered
- 2024-07-22
- Years of experience
- 17
- States registered
- WA
Licenses and exams
- Series 66
Work history
- 2009-06 to Present · The Boeing Company · Renton, WA
- 2024-05 to Present · Osaic Wealth Inc · University Place, WA
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Puyallup, WA
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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