Richard Cech, financial advisor Oakland MI

Richard Cech

CRD Number: 4552379
Current Firm: Osaic Wealth, Inc.

Richard Cech (CRD# 4552379) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakland, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Oakland Township, MI Nov 2023 - Current < 1
Richard R Cech, Cpa Oakland Township, MI Jun 2018 - Current 5
Fsc Securities Corporation Oakland Township, MI Jun 2002 - Nov 2023 21
Cech & Company LLC Sterling Heights, MI Jun 2010 - Jun 2018 8
Richard R. Cech, Cpa Pc Oakland Township, MI Apr 1992 - Jun 2018 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Richard R. Cech
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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