Robert Michael Sesich
Financial advisor at Osaic Wealth, Inc. · El Paso, TX
Last updated 2026-10-10
Claim your profileRobert Michael Sesich is a financial advisor at Osaic Wealth, Inc. in El Paso, TX, CRD 4545124. Licenses and exams on the registration: Series 66. IAPD registration began 2002-08-23.
Registration
- CRD number
- 4545124
- Registration status
- Active
- IAPD registration
- 2002-08-23
- Industry Experience
- 24 years
- Work Experience
- 24 years
- States registered
- TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2002-06 to Present · Lincoln National Life Insurance Company · El Paso, TX
- 2002-06 to 2025-01 · Lincoln Financial Advisors · El Paso, TX
- 2025-01 to Present · Osaic Wealth, Inc. · El Paso, TX
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
About
Robert Michael Sesich is a CFP® financial advisor at Osaic Wealth, Inc. in El Paso, TX. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 24 years of reported work history. Reported roles include Lincoln National Life Insurance Company, Lincoln Financial Advisors.
SEC disclosures list additional business and community activities: 1) Robert M: Sesich, 4687 n mesa, suite 200, el paso, tx 79912 category: insurance investment related: yes title: agent duties: offers accident and health, disability, commission-based group benefits, traditional life insurance, long-term care and fixed indexed annuities; Start date: 08/2002 hours per month: 30 hours per month during trading hours: 20 2) robert m sesich position: agent nature: outside insurance brokerage - sale of life, accident, health, long term care and disability insurance and fixed annuities investment related: no number of hours: 30 securities trading hours: 20 start date: 08/22/2002 address: 4687 n mesa, suite 200, el paso tx 79912, united states description: outside insurance brokerage - sell life, accident, health long term care and disability insurance and fixed annuities 3) ep planner, llc position: manager, member nature: an llc established by myself and 3 other planners in the el paso area to jointly administer the office lease, utilities, payroll for admin staff and other general office responsibilities with the retirement of larry springer, he was removed from this llc and it is now myself and 2 other planners.
Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
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
4687 N Mesa, El Paso, TX 79912
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
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