Invested Better
Unclaimed

Unclaimed

Unclaimed

Nancy Lee Bidrowski

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nancy? Claim Your Profile

About Nancy Lee Bidrowski

Nancy Bidrowski is a financial advisor at Osaic Wealth, Inc. with over 36 years of experience in the industry. Nancy holds Series 6, 7, 22, 63, 65 and 66 securities licenses and has worked for several financial institutions throughout her career. Nancy provides financial planning services to individuals, families, and businesses. Nancy specializes in retirement planning, investment management, and insurance. Nancy is committed to helping her clients achieve their financial goals.

Firm Information

Nancy Bidrowski 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nancy Bidrowski’s Registration & Firm History

NE

06/14/2024 - Present

Osaic Wealth, Inc. (LINCOLN NE)

NE

06/08/2020 - 06/14/2024

SECURITIES AMERICA, INC. (LINCOLN NE)

NE

01/01/2004 - 06/11/2020

VOYA FINANCIAL ADVISORS, INC. (LINCOLN NE)

IA

06/03/1999 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MO

10/27/1995 - 06/10/1999

BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)

KS

11/12/1987 - 10/26/1995

WADDELL & REED, INC. (OVERLAND PARK KS)

Not sure if Nancy Lee Bidrowski is right for you?

Licenses & Designations

BOTH

Issued 08/22/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/10/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/07/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Lee Bidrowski.
Not sure if Nancy Lee Bidrowski is right for you?