John Legner
John Legner is a registered investment advisor at Osaic Wealth, INC., based in Spring Hill, FL, with 37 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
2170 Mariner Blvd, Spring Hill, FL, 34609
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
John owns Legner Financial Group, where he prepares income tax returns, dedicating nearly full-time hours during tax season and a few hours per week off-season. He also works as an agent offering and selling equity indexed and fixed annuities, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Intersecurities, INC.Broker
Walnut Street Securities, INC.Broker
Wma Securities, INC.Broker
North American Management, INC.Broker
Advantage Capital CorporationBroker
First American National Securities, INC.Broker
State Registrations17 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.