Jami Wolsiefer (CRD# 7110399) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenwood, IN and has over 4 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth Inc. | Carmel, IN | Aug 2023 - Current | < 1 |
| Lpl Financial LLC | Indianapolis, IN | Jan 2020 - Aug 2023 | 3 |
| Elements Financial Fcu | Indianapolis, IN | Jan 2020 - Aug 2023 | 3 |
| Bank Of America, N.a. | Indianapolis, IN | May 2019 - Dec 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis, IN | Apr 2019 - Dec 2019 | < 1 |
| Unemployed | Indianapolis, IN | Oct 2017 - Apr 2019 | 1 |
| Elements Financial Federal Credit Union | Indianapolis, IN | May 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- IN
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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