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Joseph Dylan Thompson

Osaic Wealth, Inc.

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About Joseph Dylan Thompson

Joseph Dylan Thompson is a financial advisor who has been in the industry for 19 years and is currently registered with Osaic Wealth, Inc. Joseph has been active in the financial industry since 2004, gaining experience at multiple firms. Joseph offers financial planning, portfolio management, and selection of other advisors to his clients. He is also a Board Member for the Atlanta Hospital Authority.

Firm Information

Joseph Thompson 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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Joseph Thompson’s Registration & Firm History

TX

06/14/2024 - Present

Osaic Wealth, Inc. (ATLANTA TX)

TX

11/02/2017 - 06/14/2024

SECURITIES AMERICA, INC. (ATLANTA TX)

TX

11/07/2007 - 11/02/2017

INVEST FINANCIAL CORPORATION (ATLANTA TX)

TX

03/09/2005 - 11/08/2007

SECURITIES AMERICA, INC. (DALLAS TX)

MN

09/27/2004 - 01/10/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/27/2004 - 01/10/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Dylan Thompson.
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