Joseph Cunningham is a registered investment advisor at Osaic Wealth, INC., based in Knoxville, IA, with 30 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
305 E Main, Knoxville, IA, 50138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph works as an Investment Advisor Representative with USAdvisors Wealth Management and coaches middle school girls track. He also provides respite care for his granddaughter and serves on the Marion County Zoning Commission, dedicating about 10-20% of his time to USAdvisors Wealth Management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Usadvisors Wealth Management, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Fintegra, LLC
Fintegra, LLCBroker
Eagle One Investments, LLCBroker
Edward JonesBroker
Linsco/private Ledger CORP.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations12 states
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