John Meneely is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 40 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
11207 West Dodge Rd, Suite 200, Omaha, NE, 68154
Get directionsHistory
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
John is the Omaha Chapter President of NAIFA and a notary for the state of Nebraska, requiring minimal time. He is also an advisor with Lifetime Financial Group, dedicating about a quarter of his time to research, review, and financial planning, and owns Lifetime Insurance Inc., where he sells property and casualty insurance, taking about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.Broker
Fidelity Equity Services CorporationBroker
Mtl Equity Products, INC.Broker
Bln Investment CORP.Broker
State Registrations18 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.