John Kiley is a registered investment advisor at Osaic Wealth, INC., based in Olympia, WA, 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
2409 Pacific Ave Se, Olympia, WA, 98501
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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 writes insurance through Kiley Juergens Wealth Management, dedicating about 10-20% of his time. He also coaches basketball, is a member of several LLCs, and owns Kiley Juergens Wealth Management, LLC, where he provides investment guidance and management about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Kiley Juergens Wealth Management, LLC
Previous Registrations
Signator Investors, INC.Broker
Signator Financial Services, INC.Broker
Pacific West Securities, INC.Broker
Kiley Juergens Wealth Management
Pacific West Financial Consultant INC
Birchtree Financial Services, INC.Broker
Rsm Mcgladrey, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations13 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.