John Paul Dinkelmeyer
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- La Buena VidaDec 2019 to now
- Securities America AdvisorsJul 2020 to Jun 2024
- Securities America IncJun 2020 to Jun 2024
- AXA Advisors, LLCJan 2018 to Jun 2020
- Nylife Securities LLC.Oct 2014 to Jan 2018
- New York Life Insurance CompanyJul 2014 to Jan 2018
- Buckley's Irish PubOct 2011 to Oct 2018
- Beach BarMay 2010 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6372880
- Firm CRD
- 23131