Orland Park, IL S 107th Ct Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.
The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.
Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.
Based on OSAIC
Location
16620 S 107th Ct
Orland Park IL 60467
Advisors at this office
4
Advisors at this office
Marc R
Series 63, Series 65
Orland Park, IL
OSAIC
Marc Rutkowski is a financial advisor with OSAIC in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously spent 19 years with Woodbury Financial Services before joining OSAIC in 2024. Rutkowski operates a DBA under the name The Lineage Group. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth individuals, and retirement plan participants. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex network of affiliated broker-dealer, asset management, and insurance entities.
Joseph D
Series 63, Series 66
Orland Park, IL
OSAIC
Joseph Donnellon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations and was previously with Woodbury Financial Services for 19 years. He is also the managing partner of The Lineage Group, a securities marketing entity through which he conducts his business. OSAIC serves a range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.
Anthony F
Series 66
Orland Park, IL
OSAIC
Anthony Frangella is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services and Rutkowski and Associates. Frangella has roles outside of advisory services, including managing a commercial real estate LLC and a passive investment in a local restaurant. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform, offering a range of brokerage and advisory services. The firm employs a model-based investment process with customizable strategies and access to alternative investments, supported by a large and complex affiliate network.
Robert R
Series 63, Series 65
Orland Park, IL
OSAIC
Robert Rutkowski is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Woodbury Financial Services from 2005 to 2024. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services across various programs, emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.
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