Justin Nicholas Loukota
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.Aug 2026 to now
- HomemakerJun 2026 to now
- Rose Paving LLCMay 2023 to Jun 2026
- Stryker MedicalApr 2022 to Apr 2023
- Concurrent AdvisorsJul 2021 to Mar 2022
- Pin High LLCJul 2021 to Mar 2022
- Raymond James Financial Services Advisors, Inc.Jul 2021 to Mar 2022
- Raymond James Financial Services, Inc.Jul 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Jul 2021
- Vulcan Materials CompnayMay 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6203239
- Firm CRD
- 23131