Joseph Dellisanti
Joseph Dellisanti is a registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 28 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
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
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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
Joseph is the president of JJD LLC, selling individual life and disability insurance, dedicating minimal time to this activity. He also works as a consultant for OneDigital Insurance, focusing on employee benefits sales and service, which takes about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Sfg Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Dellisanti Benefit Advisors LLC
Investors Security Company, INC.Broker
NFP Securities, INC.Broker
Raymond James Financial Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Investors Security Company, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 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.