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Melissa Nicole Osika

Herr Capital Management LLC

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About Melissa Nicole Osika

Melissa Nicole Osika is an Investment Advisor Representative at Herr Capital Management LLC. Melissa has been in the financial industry for over 16 years. She is licensed in Illinois, Pennsylvania and Texas. Melissa has experience providing fee-based asset management, investment advisory and financial planning services. Melissa has a Series 6, 7, 24, 63, and 65 license. Melissa is also an insurance agent and offers life, health, disability, long term care and fixed annuities.

Firm Information

Melissa Osika is currently registered with Herr Capital Management LLC. Herr Capital Management LLC is an investment advisory firm based in [Main Office Location - City, State], [Main Office Location - Country]. They provide financial planning and portfolio management services for individuals and families. They have approximately $48.53 million in regulatory assets under management and serve 106 clients.

$48.53M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Osika’s Registration & Firm History

IL

04/04/2019 - Present

Herr Capital Management LLC (CHICAGO IL)

IL

01/03/2017 - 07/02/2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Chicago IL)

IL

09/27/2012 - 12/31/2016

SECURITIES SERVICE NETWORK, INC. (BURR RIDGE IL)

IL

12/06/2006 - 09/06/2012

WADDELL & REED, INC. (NAPERVILLE IL)

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Licenses & Designations

IA

Issued 02/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/05/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Nicole Osika.
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