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Advisors / Missouri / Branson
10yrs

John Nangle

Financial advisor at Osaic Wealth

John Nangle has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Branson, Missouri. John has been with Osaic Wealth since 2024; before that, John spent five years at Woodbury Financial Services. 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 18 advisors with offices in Branson, and one of 17 fiduciaries.

Branson, MO 65616Fiduciary advisor
Call Osaic WealthDirections

At a glance

Experience10 years (since 2016)
How that compares ?More experience than 61% of advisors in Branson
Office500 West Main Suite 404, Branson, MO 65616
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2018 – 2024
    Woodbury Financial Services, Inc.Previously

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Nangle. John works from the Branson, MO office.

How long has John been a financial advisor?

John has been in the industry since 2016, about 10 years. More experience than 61% of advisors in Branson.

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 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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