John Bussa
John Bussa is a registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 24 years of industry experience. John 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
20505 W 12 Mile Rd, Southfield, MI, 48076
Get directionsHistory
Regulatory History (8)
Customer Dispute
February 2024Customer Dispute
August 2023Customer Dispute
November 2022Customer Dispute
July 2022Customer Dispute
March 2022Customer Dispute
August 2016Customer Dispute
December 2009Customer Dispute
November 2008Other Business ActivitiesSells Insurance
John offers and services fixed insurance products, including fixed annuities, life settlements, and traditional life insurance, dedicating about a quarter of his time to this. He also owns multiple real estate rental properties and related LLCs, and a consulting service operated through a legal entity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations19 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.