Primerica Advisors
39yrs
Top advisor by experience in Council Bluffs
23yrs
John Bracker
Financial advisor at Osaic Wealth
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 69% of advisors in Council Bluffs
Office500 Willow Ave Suite 400, Council Bluffs, IA 51503
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.
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
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2011 – 2024Woodbury Financial Services, Inc.Previously
- 2008 – 2011New England SecuritiesPreviously
Questions to ask John
Tailored to John’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Osaic Wealth at 800-821-5100 and ask for John Bracker. John works from the Council Bluffs, IA office.
How long has John been a financial advisor?
John has been in the industry since 2004, about 23 years. More experience than 69% of advisors in Council Bluffs.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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