Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kevin Wietfeldt is an investment advisor representative with Osaic Wealth, Inc. James has over 37 years of experience in the financial services industry, having worked with several financial institutions. James holds Series 6, 7, 24, 26, 63, and 65 licenses. James is registered to provide investment advice in Alabama, Arizona, California, Florida, Illinois, Indiana, Kentucky, Michigan, Ohio, Virginia, and Washington. James specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (FORT WAYNE IN)
IN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FORT WAYNE IN)
IN
01/12/2001 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FORT WAYNE IN)
IN
10/10/1997 - 01/16/2001
SPECTRUM INVESTMENT SERVICES, INC. (MISHAWAKA IN)
IN
09/19/1997 - 11/12/1997
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
GA
08/21/1986 - 07/30/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/30/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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