Joanna George Burish
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
4 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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Mti Red, LLCJan 2014 to now
- Lincoln Financial Advisors CorporationSep 2022 to Jan 2025
- Northwestern Mutual Wealth Management CompanyJan 2021 to Sep 2022
- Northwestern Mutual Life Insurance CompanyJul 2019 to Sep 2022
- Northwestern Mutual Investment Services LLCSep 2016 to Sep 2022
- Karl DettmannSep 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, TX, 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
- 6642137
- Firm CRD
- 23131