Joshua Andrew Medvidofsky
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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 Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationMay 2021 to Jan 2025
- Mg Financial AdvisorsApr 2019 to May 2021
- Retirement Solutions of Colorado, LLCDec 2018 to Jul 2019
- Medvidofsky & Brown Retirement PartnersJul 2014 to Jan 2019
- Principal Life Insurance CompanyOct 2012 to May 2021
- Complete Retirement SolutionsDec 2008 to Jan 2017
- Principal Securities IncFeb 2007 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5288667
- Firm CRD
- 23131