Athena Johnson Felhandler
Investment adviser representative at Osaic Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Arbor Point AdvisorsNov 2020 to Nov 2024
- Securities America, Inc.Nov 2020 to Jun 2024
- Kms Financial Services, Inc.Aug 2019 to Nov 2020
- Financial Engines Advisors L.L.C.Nov 2018 to Jun 2019
- Edelman Financial Services, LLCSep 2017 to Nov 2018
- Ef Legacy Securities, LLCSep 2017 to Oct 2018
- Fidelity InvestmentsDec 2007 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4823419
- Firm CRD
- 171070