John William Mackimm

Osaic Wealth, INC.

35 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

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History

Regulatory History (1)

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Customer Dispute

December 2009

Denied

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Other Business ActivitiesSells Insurance

John is a notary, insurance agent, investment advisor representative with Everest Financial Group LLC, and an arbitrator. He dedicates about half of his time as an investment advisor representative, minimal time to his other roles.