Jason Opie (CRD# 5624483) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshfield, WI and has over 15 years of experience in the finance industry.
CRD# 4220147
Lpl Financial LLC
CRD# 5555164
Edward Jones
CRD# 1017881
Buena Vista Investment Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Marshfield, WI | Jan 2024 - Current | < 1 |
| Opie Accounting & Tax LLC | Marshfield, WI | Feb 2009 - Current | 15 |
| Woodbury Financial Services Inc. | Marshfield, WI | Nov 2017 - Jan 2024 | 6 |
| Sii Investments | Marshfield, WI | Aug 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- IL
- WI
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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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