Gordon Joseph Defiel
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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.Aug 2024 to now
- First Resource GroupJun 2024 to now
- Gradient Financial GroupSep 2022 to Jun 2024
- First Resource GroupMay 2021 to Sep 2022
- Rapid City RushSep 2020 to May 2021
- Unemployed/online EducationMar 2020 to Sep 2020
- Rapid City RushJan 2020 to Mar 2020
- Indy FuelJan 2019 to Jan 2020
- South Carolina Sting RaysNov 2018 to Jan 2019
- Macon MayhemOct 2018 to Nov 2018
- Unemployed/online EducationMay 2018 to Oct 2018
- Pensacola Ice FlyersDec 2017 to May 2018
- Utah GrizzliesOct 2017 to Dec 2017
- Lake Superior State UniversityAug 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7959123
- Firm CRD
- 23131