Jessica Geiszler
Jessica Geiszler is a registered investment advisor at Osaic Wealth, INC., based in Fond Du Lac, WI, with 14 years of industry experience. Jessica 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
845 S Main St, Ste 120, Fond Du Lac, WI, 54935
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jessica is an owner/financial advisor at Agility Wealth Management LLC and affiliated with Tenacity Advisory Group. She also owns KJ Property Holdings LLC, Agility Management Services, Agility Tax Services LLC, and Agility Performance Horses, dedicating minimal time to these ventures, and a few hours per week to tax preparation and equine activities. Jessica's financial advisor roles involve financial planning, client meetings, financial advice, and insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Proequities, INC.Broker
State Registrations8 states
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