JM

John William Mackimm

35 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
Loading...

Advisor Information

Office location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009
Denied
Other Business ActivitiesSells Insurance

John is a notary, insurance agent, investment advisor representative with Everest Financial Group LLC, and an arbitrator. He dedicates about half of his time as an investment advisor representative, minimal time to his other roles.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
June 2024 - Present · 1 yr 7 mos
Everest Financial Group
August 2012 - Present · 13 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
November 2005 - June 2024 · 18 yrs 7 mos
Ing Financial Partners, INC. Broker
January 2004 - December 2005 · 1 yr 11 mos
Locust Street Securities, INC.Broker
July 2003 - January 2004 · 6 mos
Fsc Securities CorporationBroker
February 1994 - July 2003 · 9 yrs 5 mos
Royal Alliance Associates, INC. Broker
June 1993 - January 1994 · 7 mos
American Express Financial Advisors INC. Broker
October 1989 - April 1993 · 3 yrs 6 mos
Ids Life Insurance CompanyBroker
October 1989 - April 1993 · 3 yrs 6 mos
State Registrations10 states
AZCAFLMNNCNMTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John William Mackimm - Financial Advisor | AdvisorDiscover