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Teresa Louise Wietzikoski

Advisor at OSAIC — Tifton, GA

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Tifton, GA 31794

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Teresa Wietzikoski is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Diversified Wealth Management LLC and Securities America Advisors, Inc. Additionally, she owns Financial Wietzdom, LLC, through which she provides online financial literacy coaching. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Tifton, GA

115 Brighton Rd

Tifton GA 31794

Advisors at this office

1

Most active in

Georgia

Work history

33 years of industry experience

OSAIC

2024 - Present • 2 years

Tifton, GA

OSAIC

2024 - Present • 2 years

Tifton, GA

Diversified Wealth Management LLC

2004 - Present • 22 years

Atlanta, GA

Securities America Advisors, Inc.

2003 - 2024 • 21 years

Atlanta, GA

SECURITIES AMERICA, inc.

2003 - 2024 • 21 years

Atlanta, GA

F.A.C.E. Partnership Management

2003 - 2020 • 17 years

Atlanta, GA

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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Harold H

Series 63, Series 65

Tifton, GA

Harper Financial Group

Harold Harper is the principal of Harper Financial Group in Tifton, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passively managed index funds and ETFs alongside selectively chosen actively managed funds, and manages approximately $4.8 million in discretionary assets.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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Camden C

Series 66

Tifton, GA

&PARTNERS

Camden Collins is a financial advisor at &PARTNERS with a Series 66 credential and three years of industry experience. He previously worked at LPL Financial LLC and Integrated Financial Group of South Georgia. Camden also maintains a role as an agent with The Agents Marketing Group, focusing on fixed annuities and life insurance products. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies across discretionary and non-discretionary portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Justin C

CFP®, Series 63, Series 66

Tifton, GA

Principal Financial Services

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Steven F

Series 63, Series 65

Tifton, GA

&PARTNERS

Steven Flowers Jr. is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Principal Life Insurance. He is involved with the Tift Area YMCA, a local non-profit organization. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Owen P

Series 66

Ocilla, GA

Principal Financial Services

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Matthew T

Series 65, Series 63

Tifton, GA

Principal Financial Services

Matthew Thomas is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Principal, he worked at PFS Investments Inc. and Primerica Life Insurance Company. Outside of his advisory role, Thomas has involvement in sales of loan products and home security referrals through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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