Kenneth James Grzegorczyk

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1981 → Present
  J&K Tax Service
  Bay City, MI
• 01/2008 → 12/2023
  Sigma Planning Corporation
  Ann Arbor, MI
• 12/2023 → Present
  Osaic Wealth Inc
  Bay City, MI

Previous Registrations

• 2010-12-01 → 2023-12-15
  Spc
  Ann Arbor, MI
  Bay City, MI

Other Businesses

1. J&K TAX SERVICE, PREPARE TAXES. SELLS VARIOUS LINES OF INSURANCE AND ANNUTIES THROUGH VARIOUS INSURANCE COMPANIES. 2. J & K INCOME TAX SERVICE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1981 ADDRESS: 1604 Kosciuszko Avenue, Bay City MI 48708, United States DESCRIPTION: Prepare Tax Returns 3. KENNETH J GRZEGORCZYK POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2006 ADDRESS: 1604 Kosciuszko Avenue, Bay City MI 48708, United States DESCRIPTION: Agent for Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-24
• S63 Uniform Securities Agent State Law Examination
  2007-11-09