Martha Pawelek Wilson
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
11 years in the industry.
- Osaic Institutions, Inc.Feb 2025 to now
- Finemark National Bank & TrustFeb 2025 to now
- Evolution Wealth Management Inc.Mar 2024 to Jan 2025
- Evolution Retirement ServicesNov 2023 to Jan 2025
- UBS Financial Services Inc.Jun 2023 to Oct 2023
- Lee County - Human & Veteran ServicesJun 2023 to Jun 2023
- JPMorgan Securities LLCDec 2016 to May 2023
- JP Morgan Chase Bank N.ASep 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6696077
- Firm CRD
- 35371