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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Piezker is a financial advisor with Osaic Wealth, Inc. based in APPLETON, WI. Jonathan has been in the financial services industry since 1992. Jonathan is licensed in 11 states and has passed the Series 6, Series 63, Series 65 and SIE exams. Jonathan offers a wide range of financial services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Jonathan has experience working with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jonathan's previous employment includes TRIAD ADVISORS LLC, EAGLE ONE INVESTMENTS, LLC, WATERSTONE FINANCIAL GROUP, INC. and INVESTMENT DESIGNERS, INC.
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.
1
2
WI
08/23/2024 - Present
Osaic Wealth, Inc. (APPLETON WI)
WI
12/19/2012 - 08/23/2024
TRIAD ADVISORS LLC (APPLETON WI)
IA
09/18/2009 - 12/19/2012
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
WI
01/02/2004 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (APPLETON WI)
WI
07/27/1992 - 12/31/2003
INVESTMENT DESIGNERS, INC. (BROOKFIELD WI)
IA
Issued 09/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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