Jonathan Twidwell
Jonathan Twidwell is a registered investment advisor at Osaic Wealth, INC., based in El Dorado, KS, with 16 years of industry experience. Jonathan 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
120 N Main St Suite 1, El Dorado, KS, 67042
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Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Jonathan is a financial advisor for Cornerstone Wealth Management, LLC and Cornerstone Capital Advisors, dedicating about half of his time to the latter. He also owns Cornerstone Kansas City, LLC, where he prospects, sells, and services property, casualty, and personal lines insurance, and sits on the board of Inclusion Connections.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations37 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.