John Albert Wilke
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Rise Education KoreaSep 2022 to now
- Woodbury Financial Services IncSep 2022 to Jan 2024
- Rise Education KoreaJul 2022 to Aug 2022
- UnemployedMar 2022 to Jul 2022
- AmazonNov 2021 to Mar 2022
- Rise Education KoreaJul 2021 to Aug 2021
- ItutorgroupMar 2021 to Nov 2021
- UnemployedJul 2020 to Mar 2021
- Dyb Choisun Language InstituteSep 2019 to Jul 2020
- UnemployedMay 2019 to Sep 2019
- Mater Dei SchoolMay 2018 to Apr 2019
- UnemployedMar 2018 to May 2018
- Samyook Language SchoolSep 2017 to Feb 2018
- Fuxue Primary SchoolSep 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5856882
- Firm CRD
- 23131