John Mackimm
John Mackimm is a registered investment advisor at Osaic Wealth, INC., based in Minneapolis, MN, with 36 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
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
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Regulatory History (1)
Customer Dispute
December 2009Other 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.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Everest Financial Group
Previous Registrations
Securities America, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.