JM

Joseph Bradford Mcclellan

31 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
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Advisor Information

Office location

101 South 108th Avenue, Omaha, NE, 68154

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Regulatory History (1)
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Judgment / Lien
June 2015
Other Business ActivitiesSells Insurance

Joseph is a registered representative with Wealth Plan Partners, his RIA. He also holds a New Jersey insurance producer license to write annuities and life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
June 2024 - Present · 1 yr 7 mos
Wealthplan Partners
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
December 2016 - June 2024 · 7 yrs 6 mos
Wealthplan Partners
March 2014 - July 2020 · 6 yrs 4 mos
LPL Financial LLC Broker
February 2014 - December 2016 · 2 yrs 10 mos
AXA Advisors, LLC Broker
February 2007 - February 2014 · 7 yrs
AXA Advisors, LLC
February 2007 - February 2014 · 7 yrs
Linsco/private Ledger CORP.
December 2005 - February 2007 · 1 yr 2 mos
Linsco/private Ledger CORP. Broker
December 2005 - February 2007 · 1 yr 2 mos
Ifmg Securities, INC.
July 2003 - January 2006 · 2 yrs 6 mos
Ifmg Securities, INC.Broker
December 1998 - January 2006 · 7 yrs 1 mo
Summit Financial Services Group, INC.Broker
October 1998 - November 1998 · 1 mo
Fiserv Investor Services, INC.Broker
October 1997 - October 1998 · 1 yr
PNC Securities CORPBroker
August 1995 - August 1995 · 0 mos
Mds Securities IncorporatedBroker
January 1995 - October 1997 · 2 yrs 9 mos
Pruco Securities Corporation Broker
October 1993 - December 1994 · 1 yr 2 mos
State Registrations16 states
AZCOFLGAILMDMNNCNJNMNYOHPASCVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph Bradford Mcclellan - Financial Advisor | AdvisorDiscover