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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 Wales Busey is a registered investment advisor representative with Osaic Wealth, Inc. John has been in the industry since 1997 and is currently licensed in Wisconsin. John has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. John provides a range of services, including financial planning, portfolio management, and pension consulting. John's firm, Osaic Wealth, Inc., has a strong focus on client service and providing personalized financial advice.
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. (PLEASANT PRAIRIE WI)
WI
12/08/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PLEASANT PRAIRIE WI)
WI
01/30/2003 - 12/18/2018
ROBERT W. BAIRD & CO. INCORPORATED (RACINE WI)
MO
03/21/1995 - 01/31/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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