Fridtjov Markussen

CFP

Osaic Wealth, INC.

22 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176

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History

Regulatory History (1)

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Customer Dispute

September 2024

Pending

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Other Business ActivitiesSells Insurance

Fridtjov engages in outside (direct) insurance sales since 2015, dedicating a few hours per week. He is also a registered representative of Triad Advisers, Inc., spending about a quarter of his time on this activity.

Employment History

Current Registrations

Osaic Wealth, INC.Broker

August 2024 - Present · 1 yr 6 mos

Amj Financial Wealth Management LLC

September 2018 - Present · 7 yrs 5 mos

Previous Registrations

Amj Financial Wealth Management LLC

February 2015 - September 2018 · 3 yrs 7 mos

Triad Advisors LLCBroker

January 2015 - August 2024 · 9 yrs 7 mos

Waddell & Reed, INC.

September 2009 - February 2013 · 3 yrs 5 mos

Waddell & Reed, INC.Broker

September 2009 - February 2013 · 3 yrs 5 mos

Amerivest Investment Management, LLC

June 2006 - June 2009 · 3 yrs

TD Ameritrade, INC.

November 2005 - June 2009 · 3 yrs 7 mos

TD Ameritrade, INC.Broker

November 2005 - June 2009 · 3 yrs 7 mos

Legg Mason Wood Walker INC

April 2001 - November 2005 · 4 yrs 7 mos

Legg Mason Wood Walker, IncorporatedBroker

January 2001 - November 2005 · 4 yrs 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.