Joanne Weidner
Joanne Weidner is a registered investment advisor at Osaic Wealth, INC., based in Downingtown, PA, with 39 years of industry experience. Joanne 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
32 W Lancaster Ave, Downingtown, PA, 19335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joanne is the owner/president of Weidner Financial Group, where she engages in Pennsylvania insurance sales/service, and also works as a financial advisor for Securities America Advisors, dedicating nearly full-time hours to the latter. She also owns Eastern PA Medicare 101, conducting Medicare workshops, and Downingtown Holdings, Inc., a holding company for her office building, while volunteering with Lion's Eye Bank of Delaware Valley.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Pan-American Financial AdvisersBroker
American Capital CorporationBroker
First Priority Investment CorporationBroker
Pruco Securities CorporationBroker
Green Hill Financial Service CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations6 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.