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Joseph William Toussaint

Osaic Wealth, Inc.

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About Joseph William Toussaint

Joseph Toussaint is a financial advisor with over 30 years of experience in the industry. He currently works at Osaic Wealth, Inc. and is registered to provide investment advice in multiple states. Joseph has a wide range of experience in financial planning and investment management. He is able to provide services for individuals, businesses, and retirement plans.

Firm Information

Joseph Toussaint 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 Toussaint’s Registration & Firm History

MN

06/19/2024 - Present

Osaic Wealth, Inc. (NEW BRIGHTON MN)

MN

07/13/2015 - 06/14/2024

SECURITIES AMERICA, INC. (NEW BRIGHTON MN)

MN

01/03/2005 - 07/23/2015

FINTEGRA, LLC (NEW BRIGHTON MN)

IL

01/01/2002 - 12/31/2004

PMG SECURITIES CORPORATION (ELGIN IL)

IL

05/09/1997 - 01/01/2002

IAC SECURITIES, INC. (TINLEY PARK IL)

MN

10/12/1993 - 05/15/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

NA

08/12/1992 - 10/15/1993

AAM SECURITIES, INC.

NJ

09/17/1990 - 07/16/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

09/17/1990 - 07/16/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 12/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/01/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/13/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph William Toussaint.
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