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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Brock McClain is a financial advisor at Osaic Wealth, Inc. in Overland Park, KS. John has been working in the financial services industry since 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63 and 65 licenses. John is also registered with FINRA and the Securities Investor Protection Corporation (SIPC). John provides a range of financial services to individuals, businesses and institutions.
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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
06/10/2020 - 06/14/2024
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
MO
06/30/2010 - 06/15/2020
VOYA FINANCIAL ADVISORS, INC. (CLINTON MO)
MO
07/13/2009 - 07/08/2010
INVESTMENT PLANNERS, INC. (LEES SUMMIT MO)
MO
01/01/2005 - 05/05/2009
JBS LIBERTY SECURITIES, INC. (KANSAS CITY MO)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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