Joseph Bradford Mcclellan

Osaic Wealth, INC.

31 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

101 South 108th Avenue, Omaha, NE, 68154

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History

Regulatory History (1)

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Judgment / Lien

June 2015

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Other 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.