Joshua
Edmonds
Osaic Wealth, Inc
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About this Advisor
Joshua Edmonds is a financial advisor based in Springfield, Illinois, working with Osaic Wealth, Inc. Joshua has previously held positions at Washington National Insurance Company, Pearl Insurance Group LLC, Legacy Wealth Partners, Inc, Woodbury Financial Services, and Osaic Wealth, Inc. Joshua has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Joshua is part of Osaic Wealth, Inc, which operates out of Springfield, Illinois. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joshua Edmonds Work History
Osaic Wealth, Inc
Woodbury Financial Services
Legacy Wealth Partners, Inc
Pearl Insurance Group LLC
Washington National Insurance Company
Disclosures
Please visit the SEC profile of Joshua Edmonds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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