Lester Zygmunt Koryczan

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

• 09/1993 → 11/2023
  Fsc Securities Corporation
  Schaumburg, IL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Orland Park, IL

Previous Registrations

• 1997-10-19 → 2023-11-03
  Fsc Securities Corporation
  Orland Park, IL
  Schaumburg, IL
  Schaumburg, IL
  Mokena, IL
  Schaumburg, IL
  Orland Park, IL

Other Businesses

1) UCP SEGUIN FOUNDATION POSITION: Board Member &Treasurer & Other - Member of Investment Committee. NATURE: Non-Profit 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/1985 ADDRESS: 7550 183rd Street, Tinley Park IL 60477, United States DESCRIPTION: Attend a few board meetings a year to give input on any business that comes in front of the board. Also belong to Investment Committee. Committee meets with third party investment manager periodically to review performance and volatility. Investment direction given to the 3rd party Investment Manager but no direct trading is done by rep. 2) LESTER KORYCZAN POSITION: Owner - NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1986 ADDRESS: 14054 Bonbury Lane, Orland Park IL 60462, United States DESCRIPTION: Sale of fixed annuities, health insurance, life insurance or long term care insurance. 3) LESTER KORYCZAN CPA POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1986 ADDRESS: 14054 Bonbury Lane, Orland Park IL 60462, United States DESCRIPTION: Prepare tax returns, primarily individual tax returns and a few Estate and Trust returns. 4) LESTER KORYCZAN NOTARY PUBLIC POSITION: Notary NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/26/1999 ADDRESS: 14054 Bonbury Lane, Orland Park, IIL 60462-2332, Orland Park IL 60462, United States DESCRIPTION: As an Illinois notary, I am an individual commissioned by the Illinois Secretary of State to perform notarial acts. An Illinois notary serves as an official and unbiased witness during the signing of important documents. I verify the identity of the person appearing before me for this specific purpose. In summary, as an Illinois notary I play a crucial role in ensuring the integrity and legality of various transactions and documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-15
• S63 Uniform Securities Agent State Law Examination
  1988-02-01

Designations

• Certified Financial Planner

Other Names

• Lester Z Koryczan