Joseph Green is a PFS-designated registered investment advisor at Osaic Wealth, INC., based in Wapakoneta, OH, with 26 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
821 Defiance Street, Wapakoneta, OH, 45895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the CFO/Manager/CPA for WAJ Management Co, Inc, providing income tax preparation and accounting services, which takes nearly full-time. He also owns an office building and acts as a landlord, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INCBroker
Ameriprise Advisor Services, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.