CJ
CJ

Christopher Janda

11 Years of Experience
Des Moines, IA
BrokerSells Insurance

Christopher Janda is a registered investment advisor at Osaic Wealth, INC., based in Des Moines, IA, with 11 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

510 East Locust Street, Suite 200, Des Moines, IA, 50309

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher owns Inspire DSM Wealth Management and Inspire DSM, LLC, both insurance businesses. He sells accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and property and casualty insurance, dedicating about a quarter of his time to the former and about half his time to the latter.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 4 mos
Osaic Wealth, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Fa, INC.Broker
April 2023 - January 2025 · 1 yr 9 mos
Osaic Fa, INC.
April 2023 - January 2025 · 1 yr 9 mos
Park Avenue Securities LLC
February 2018 - March 2023 · 5 yrs 1 mo
Park Avenue Securities LLCBroker
June 2017 - March 2023 · 5 yrs 9 mos
Nylife Securities LLCBroker
January 2015 - July 2016 · 1 yr 6 mos
Mutual of Omaha Investor Services, INC.Broker
February 2013 - December 2014 · 1 yr 10 mos
State Registrations5 states
AZCOFLIAIL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.