John Dinkelmeyer
John Dinkelmeyer is a registered investment advisor at Osaic Wealth, INC., based in Center Moriches, NY, with 11 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
15 Frowein Road, Building A-3, Center Moriches, NY, 11934
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Regulatory History (1)
Judgment / Lien
February 2020Other Business Activities
John is an Investment Advisor Representative (IAR) with Heritage Harbor Financial Associates, dedicating about 10-20% of his time to advisory services. He also works at La Buena Vida restaurant on weekends, spending about a quarter of his time there.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Equitable Advisors, LLCBroker
Nylife Securities LLCBroker
State Registrations8 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.