Cetera Investment Advisers
33yrs
Top advisor by experience in Knoxville
New
Wick Cunningham
Financial advisor at Osaic Wealth
Wick Cunningham is a fiduciary financial advisor in Knoxville, Iowa, registered since Jul 2026. Wick joined Osaic Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 10 advisors with offices in Knoxville, and one of 10 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office305 E Main, Knoxville, IA 50138
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
- Jul 2026 – nowOsaic Wealth, Inc.Current firm
Contact Wick
305 E MainKnoxville, IA 50138Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Wick
Tailored to Wick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Wick
How do I contact Wick?
Call Osaic Wealth at (800) 821-5100 and ask for Wick Cunningham. Wick works from the Knoxville, IA office.
How long has Wick been a financial advisor?
Wick is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Wick hold?
Series 66. Tap any license on this page to see what it allows.
Is Wick a fiduciary?
Wick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wick paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wick 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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