John Sklencar
John Sklencar is a registered investment advisor at Osaic Wealth, INC., based in Plymouth Meeting, PA, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
600 West Germantown Pike, Suite 400, Plymouth Meeting, PA, 19462
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Other Business ActivitiesSells Insurance
John is an insurance producer offering various insurance products and works as a financial advisor providing insurance and educational workshops, counseling, and implementing employee benefits programs and retirement plans. He also works as a business consultant and organizes/promotes a scholarship, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Ama Investment Advisers, INC.Broker
Meritor Group Investments CORP.Broker
Pml Securities CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.