Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
18yrs
John Andersen has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Westlake Village, California. John has been with Osaic Wealth since 2014; before that, John spent eight years at Wealthcare Alliance. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office2629 Townsgate Rd Suite 245, Westlake Village, CA 91361
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowOsaic Wealth, Inc.Current firm
- 2010 – 2018Wealthcare Alliance, Inc.Previously
- Sep 2008 – Dec 2009Wealthcare Alliance, Inc.Previously
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
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About John
How do I contact John?
Call Osaic Wealth at 800-821-5100 and ask for John Andersen. John works from the Westlake Village, CA office.
How long has John been a financial advisor?
John has been in the industry since 2008, about 18 years. More experience than 57% of advisors nationwide.
What licenses does John hold?
Series 66. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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