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Mirjana Kljajic

Osaic Wealth, Inc.

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About Mirjana Kljajic

Mirjana Kljajic is a financial advisor with Osaic Wealth, Inc. Mirjana has been working in the financial industry since December 7, 2006 and has a wealth of experience to help clients achieve their financial goals. Mirjana specializes in providing financial planning, portfolio management, and pension consulting. In addition to her work with Osaic Wealth, Inc., Mirjana is also the CEO of MGK WEALTH, LLC.

Firm Information

Mirjana Kljajic is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Mirjana Kljajic’s Registration & Firm History

IL

01/19/2024 - Present

Osaic Wealth, Inc. (CHICAGO IL)

IL

03/18/2020 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

01/20/2009 - 03/18/2020

BMO HARRIS FINANCIAL ADVISORS, INC. (HOMER GLEN IL)

IL

09/21/2007 - 12/22/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLAND PARK IL)

CA

03/13/2007 - 10/09/2007

MITRE GROUP LLC (NEWPORT BEACH CA)

IN

09/08/2006 - 01/08/2007

AIG FINANCIAL ADVISORS, INC. (CROWN POINT IN)

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Licenses & Designations

BOTH

Issued 11/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mirjana Kljajic. Review regulatory record here.
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