Jack
Wingerd
Osaic Wealth, Inc
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About this Advisor
Jack Wingerd is a financial advisor based in Saint Paul, Minnesota, working with Osaic Wealth, Inc. Jack has previously held positions at Pruco Securities LLC, Highland Park Little League, Full-Time Education, Saint John'S University, Financial Dimensions Group, Energy Management Collaborative, The Meritex Company, The Prudential Insurance Company Of America, St. John'S University, Osaic Wealth, Inc Fka Royal Alliance Associates, Inc, and Financial Dimensions Group, Inc. Jack has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Jack is part of Osaic Wealth, Inc, which operates out of Saint Paul, Minnesota. 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
Jack Wingerd Work History
Financial Dimensions Group, Inc
Osaic Wealth, Inc Fka Royal Alliance Associates, Inc
Osaic Wealth, Inc Fka Royal Alliance Associates, Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
The Meritex Company
Energy Management Collaberative
St. John'S University
Financial Dimensions Group
St. John'S University
Highland Park Little League
Saint John'S University
St. John'S University
Highland Park Little League
Full-Time Education
Disclosures
Please visit the SEC profile of Jack Wingerd 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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