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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

7,854

Across 3,559 offices

Clients per advisor

72 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

Veravest Investment Advisors, Inc.

2003 - 2003 • 1 year

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 Jr. is the sole advisor at Harper Financial Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has a professional background including roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton GA YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure with passively managed index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios tailored to client objectives.

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 four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Integrated Financial Group of South Georgia. His prior roles include positions at Del Sur and Gnats Landing. &PARTNERS serves a diverse clientele of individuals and institutions, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, retirement-plan consulting, and brokerage services, utilizing a blend of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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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 licenses and has previously worked with LPL Financial, Principal Life Insurance, Principal Securities, and operated Flowers Financial Group. He is involved with the Tift Area YMCA, indicating participation in local nonprofit activities. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using a variety of strategies and platforms, including discretionary and non-discretionary portfolio management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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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
user avatar

Matthew T

Series 63, Series 65

Tifton, GA

Principal Financial Services

Matthew Thomas is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance Company, PFS Investments Inc., and Primerica Life Insurance Company. Outside of advising, he has experience in the sales of home security and automation products and mortgage loan products through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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