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Edward Jan Troscianiec

Advisor at OSAIC — Bangor, ME State Street

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Bangor, ME 04401

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Edward Troscianiec is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Securities America Advisors, Mass Mutual Investors Services, and the U.S. Navy. Outside of finance, he volunteers as a presenter at the Cole Land Transportation Museum, where he discusses his military experience with students. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of both proprietary and third-party strategies.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Bangor, ME State Street

6 State Street, Suite 416

Bangor ME 04401

Advisors at this office

1

Most active in

Maine · Texas

Work history

26 years of industry experience

OSAIC

2024 - Present • 2 years

Bangor, ME

OSAIC

2024 - Present • 2 years

Bangor, ME

Securities America Advisors

2022 - 2024 • 2 years

Bangor, ME

Securities America, Inc

2022 - 2024 • 2 years

Bangor, ME

Mass Mutual Investors Services

2017 - 2022 • 5 years

Bangor, ME

Massachusetts Mutual Life Insurance Company

2016 - 2022 • 6 years

Bangor, ME

MSI Financial Services Inc

2016 - 2017 • 1 year

Bangor, ME

U.S. Navy

1989 - 2017 • 28 years

Brunswick, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alexander B

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Active portfolio management Retired Self-Employed Approaching retirement Christian Faith Based Values-based investing Religious/faith focused

Chase G

Series 65

Bangor, ME

Oldfield Wealth Partners

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

Wealth management Business exit / sale strategy Business succession planning General retirement planning Active portfolio management Self-Employed Retired Doctor or Medical Professional Financial Professional Founder/Business Owner Established Professionals Approaching retirement Retired Career Changers Mid-Career Professionals

Kyle G

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Early retirement planning Retirement withdrawal strategies Charitable giving tax strategies Wealth management General tax planning Approaching retirement Retired Established Professionals
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Caleb W

CFP®, Series 66

Bangor, ME

Warren Financial, LLC

Caleb Warren is a CFP® professional with seven years of industry experience. He is the sole advisor at Warren Financial, LLC, an independent firm based in Bangor, ME. Prior to founding his firm, he worked at Raymond James and Ameriprise Financial Services. Outside of advising, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth households, and pension and profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis to develop tailored investment strategies, including equity, fixed income, and options trading.

Options & derivatives strategies
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Lynn T

Series 63, Series 65

Bangor, ME

Thibeau Financial Consulting, LLC

Lynn Thibeau is the principal of Thibeau Financial Consulting, LLC, an independent firm based in Bangor, Maine. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at Voya Financial Partners, LLC, Bangor Securities, Inc., and Means Wealth Management. Outside of her financial work, she provides private piano instruction and serves on the board of a local condominium association. Thibeau Financial Consulting offers personal financial consulting focused on budgeting, debt reduction, and financial organization for individual clients. The firm emphasizes education and advocacy rather than asset management, providing guidance primarily on mutual funds and referring clients seeking full investment management to other firms.

Debt management Cash flow / budgeting
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David R

Series 63, Series 65

Bangor, ME

Eagle Financial Strategies

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

General retirement planning Wealth management Cash flow / budgeting
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