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Jonathan Twidwell

Advisor at OSAIC

Updated today

Location

El Dorado, KS 67042

Credentials

Series 66

Industry experience

16 years

About

Jonathan Twidwell is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for 10 years. Outside of his advisory role, he serves on the boards of Inclusion Connections, a nonprofit focused on opportunities for individuals with disabilities, and the Entrepreneurs' Organization of Kansas City. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools and supports a large network of advisors, managing approximately $200 billion in assets.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

120 N Main St Suite 1

El Dorado, KS 67042

Most active in

Kansas · Missouri · Nebraska · Texas

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services Inc

2014 - 2024 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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