Venture Visionary Partners
43yrs
Top advisor by experience at Venture Visionary Partners
47yrs
Donald Wallace Roork
Financial advisor at Osaic Wealth
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor by experience in Sylvania
OfficeSylvania, OH
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2000 – 2011Asset Dynamics Inc.Previously
- 1997 – 2023FSC Securities CorporationPreviously
Questions to ask Donald
Tailored to Donald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Donald
How do I contact Donald?
Call Osaic Wealth at 800-821-5100 and ask for Donald Wallace Roork. Donald works from the Sylvania, OH office.
How long has Donald been a financial advisor?
Donald has been in the industry since 1979, about 47 years. Top advisor by experience in Sylvania.
What licenses does Donald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Donald a fiduciary?
Donald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Donald paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Donald for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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