Jon Desmidt is a registered investment advisor at Osaic Wealth, INC., based in Appleton, WI, with 27 years of industry experience. Jon 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
1125 W Lorain St., Appleton, WI, 54914
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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.
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Jon is a registered admin for F3 Logic LLC, dedicating full-time hours to this role. He also serves as a compliance officer for Gallagher Fiduciary Advisors, LLC, which requires more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
F3 Investment Management, LLC
Independent Financial Group, LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Thrivent Investment Management INC.Broker
Strong Investments, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 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.