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Invested Better

John Michael Sklencar

Verified

Verified

Osaic Wealth, Inc.

Specializations
Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
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About John Michael Sklencar

John Michael Sklencar is a financial professional with over 40 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. in Pennsylvania, where he provides financial planning, pension consulting, educational seminars, and portfolio management services. John has a strong background in various financial services, including insurance and employee benefits. John has a passion for helping individuals and businesses achieve their financial goals and provides personalized financial advice to each client.

Firm Information

John Sklencar is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Sklencar’s Registration & Firm History

PA

11/03/2023 - Present

Osaic Wealth, Inc. (PLYMOUTH MEETING PA)

PA

04/29/1994 - 11/03/2023

FSC SECURITIES CORPORATION (PLYMOUTH MEETING PA)

IL

11/01/1988 - 05/06/1994

AMA INVESTMENT ADVISERS, INC. (CHICAGO IL)

NA

11/13/1986 - 11/07/1988

MERITOR GROUP INVESTMENTS CORP.

NA

05/22/1984 - 10/22/1986

PML SECURITIES COMPANY

NA

06/28/1983 - 06/05/1984

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

IA

Issued 12/07/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 06/27/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Michael Sklencar. Review regulatory record here.
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