Mirjana Kljajic

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

• 01/2009 → 03/2020
  Harris Investor Services, Inc
  Chesterton, IN
• 03/2020 → 01/2024
  Woodbury Financial Services
  Orland Park, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2020-03-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Chicago, IL
  Naples, FL
  Orland Park, IL
• 2009-01-20 → 2020-03-18
  Bmo Harris Financial Advisors, Inc.
  Portage, IN
  Chesterton, IN
  Crown Point, IN
  Homer Glen, IL
  Orland Park, IL
  Palos Heights, IL
  Crown Point, IN
• 2007-09-21 → 2008-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orland Park, IL

Other Businesses

1. MGK PROPERTIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/13/2022 ADDRESS: 180 N Stetson Avenue, Suite 3500, Chicago IL 60601, United States DESCRIPTION: Landlord 2. MGK WEALTH, LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 03/18/2020 ADDRESS: 180 N Stetson Ave., Suite 3500, Chicago IL 60602, United States DESCRIPTION: Owner/Operator-Financial Advisor 3. MGK WEALTH, LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 03/18/2020 ADDRESS: 203 N. LaSalle Street, Ste. 2100, Chicago IL 60601, United States DESCRIPTION: Owner/Operator-Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2006-11-13