John Kirschner
John Kirschner is a registered investment advisor at Osaic Wealth, INC., based in Wyomissing, PA, with 32 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
975 Berkshire Blvd Ste 104, Wyomissing, PA, 19610
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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
John works in insurance sales as a Senior Financial Services Position, dedicating minimal time to it. He also owns Kirschner Financial S Corp (a pass-through company) and is an advisor at Guardian Asset Advisors LLC, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Guardian Asset Advisors, LLC
Previous Registrations
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunpoint Securities, INC.Broker
The Advisors Group, INC.Broker
Royal Alliance Associates, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations7 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.