Unclaimed
Gary Brian Fickel is a financial advisor with Osaic Wealth, Inc. Gary has been in the industry since February 11, 1996. Gary has worked with a number of firms in the industry, most recently with SagePoint Financial, Inc. Gary is registered with the state of Iowa, as well as Illinois. Gary has his Series 6, Series 26, Series 63 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IA
09/01/2023 - Present
Osaic Wealth, Inc. (IOWA CITY IA)
IA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (IOWA CITY IA)
IA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (IOWA CITY IA)
TX
02/12/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 02/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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