John Mandt (CRD# 5932367) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brunswick, GA and has over 12 years of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 6300746
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Brunswick, GA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Burnsville, MN | Jun 2019 - Jan 2024 | 4 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Jun 2011 - Jun 2019 | 8 |
| Mutual Of Omaha | Bloomington, MN | Jan 2011 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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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
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