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Luke Hryszczuk

Advisor at OSAIC

Updated today

Location

Sycamore, IL 60178

Credentials

Series 66

Industry experience

1 year

About

Luke Hryszczuk is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at Bates Financial Group and Service One Financial Group, as well as non-financial positions at Grand Canyon University, The Home Depot, and Chick-Fil-A. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers various programs and employs technology-driven investment processes, managing approximately $200 billion in assets through a network of over 6,000 advisors.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

204 S Main St

Sycamore, IL 60178

Most active in

Illinois

Work history

Osaic

2024 - Present (2 years)

Service One Financial Group

2024 - Present (2 years)

Bates Financial Group

2022 - 2022 (1 year)

Grand Canyon University

2020 - 2024 (4 years)

The Home Depot

2019 - 2021 (2 years)

Chick-Fil-A

2018 - 2019 (1 year)

Middle/High School Student

2014 - 2020 (6 years)

Disclosures

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

Business activities & affiliations

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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Phillip B

Series 65

Campton Hills, IL

Independent Investment Advisor, LLC

Phillip Baumann is a Series 65-licensed financial advisor at Independent Investment Advisor, LLC with five years of experience in investment advisory services and additional experience in accounting through his work at BL Management One, LLC. Prior to his advisory and accounting roles, he spent ten years at Windy City Harley Davidson. Outside of his advisory work, he provides accounting services. Independent Investment Advisor, LLC is a state-registered firm serving individuals, high-net-worth clients, and business entities with customized portfolio management. The firm employs multiple analytical methods and offers discretionary management, including strategies involving options and short sales, with client risk tolerance documented in Investment Policy Statements.

Options & derivatives strategies Concentrated stock management Active portfolio management Private / alternative investments Executive Founder/Business Owner
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David T

Series 63, Series 65

Elburn, IL

Toellen Capital Management, LLC

David Toellen is the principal of Toellen Capital Management, LLC, an independent advisory firm based in Elburn, Illinois. He holds Series 63 and Series 65 licenses and has over ten years of industry experience, including a decade at First Trust Portfolios L.P. prior to founding his current firm. Toellen Capital Management provides discretionary managed-account services and investment advice to individuals and high-net-worth clients, with a focus on customized investment strategies that consider client objectives, risk tolerance, and time horizon. The firm employs various techniques such as asset allocation, dollar-cost averaging, and technical analysis, and it uses third-party service providers incorporating artificial intelligence and machine learning.

Annuities
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Scott Newport is the sole advisor at Newport Investment Advisors, Inc. in Sycamore, Illinois, holding a Series 65 credential with 28 years of industry experience. He has led Newport Investment Advisors since 1996 and has provided farming business analysis services as CEO of Illinois Farm Business Farm Management since 1989. Newport Investment Advisors offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans, managing approximately $25.2 million. The firm integrates tax and accounting services with investment advice, employing multiple analytical methods and primarily managing assets on a non-discretionary basis.

Active portfolio management General tax planning
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Josiah D

CFA®, Series 65

Malta, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused

Eric S

CFP®

Malta, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980) Intergenerational Families
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