Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Albert Wilke is a financial advisor with over 35 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. John has a wide range of experience and holds several licenses and designations, including the Series 6, 7, and 63 licenses as well as the Chartered Financial Consultant designation. John's areas of specialization include retirement planning, education planning, estate planning and insurance planning. John's commitment to his clients is evident in his long-standing relationships and strong reputation.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (OSHKOSH WI)
WI
05/21/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OSHKOSH WI)
WI
12/16/2002 - 05/24/2010
PACKERLAND BROKERAGE SERVICES, INC. (OSHKOSH WI)
MN
07/01/2002 - 12/18/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/03/1989 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
06/09/1987 - 10/12/1989
AAL DISTRIBUTORS INC. (MINNEAPOLIS MN)
BC
Issued 05/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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