Justin Shaffer (CRD# 5559402) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oelwein, IA and has over 15 years of experience in the finance industry.
CRD# 4707696
Net Worth Advisors
CRD# 5000358
United Planners' Financial Services Of America A Limited Partner
CRD# 3063973
Keystone Wealth Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Oelwein, IA | Nov 2018 - Current | 5 |
| Financial Decisions Group | Oelwein, IA | May 2007 - Current | 16 |
| Fdg J&n LLC | Oelwein, IA | Sep 2003 - Current | 20 |
| Signator Investors, Inc. | Oelwein, IA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Oelwein, IA | Jun 2008 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- IA
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Total Assets Under Management94,558MILLIONS
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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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