John Toothaker
John Toothaker is a registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 17 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
8111 East 32nd Street North, Suite 106, Wichita, KS, 67226
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Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
John is involved in several business activities, including financial and retirement planning through NoxNumis LLC, where he also sells various insurance products. He also dedicates time to Advanced Retirement Solutions, Medicare Campus, Advanced Medicare Solutions, and Advanced Advisory Solutions, as well as serving as Board Chairman for Untamed Athletes, a non-profit.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Securities America, INC.Broker
State Registrations29 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.