Joseph Mcclellan
Joseph Mcclellan is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 32 years of industry experience. Joseph 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
101 South 108th Avenue, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2015Other Business ActivitiesSells Insurance
Joseph is a registered representative with Wealth Plan Partners, his RIA. He also holds a New Jersey insurance producer license to write annuities and life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Previous Registrations
Securities America, INC.Broker
Wealthplan Partners
LPL Financial LLCBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
PNC Securities CORPBroker
Mds Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations16 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.