Joe Gaeckle

About Joe Gaeckle

As a seasoned leader specializing in transforming and scaling high-performance teams, my two daily motivators are helping organizations turn vision into reality, and inspiring others become, what they know they could be. I am a firm believer that the term “leader” is not a title, but a responsibility reserved for those that want to make a meaningful impact on an organization and ultimately on the lives of others. By leveraging the knowledge, I have attained in prior roles within sales and distribution and later in field leadership, I have been able to take those lessons and apply them towards building out large scale strategies that support the continued growth of financial professionals. My leadership philosophy is rooted in preparation, empowerment, and creativity, aimed at exceeding the evolving demands of the competitive landscapes we navigate. I am passionate about developing resilient teams that thrive on challenges and drive continual business success.

Experience

1. Head of National Planning Institute

   Osaic

   May 2024 — Present

   Osaic - An industry leading independent Broker Dealer supporting 12K+ financial professionals by creating a community of resources needed for the future of wealth management and financial advice. My role is to lead the “National Planning Institute” a centralized and cohesive division of specialists that assists financial professionals in accessing support for all phases of the financial planning process; education and professional development, advanced planning advice, planning tools and technology support, and innovative solutions.As a collaborative and influential executive with 20+ years of leadership experience, I am high adaptability to thrive in a dynamic environment, respond to change, and make strategic data-driven decisions. Keys to success within the team are setting a clear and compelling vision, aligning strategic objectives with flexibility to adapt, and empowering teams to own implementation actions in a collaborative and trusting work environment.Securities and investment advisory services are offered through the firms: Osaic FS, Inc. and Osaic FA, Inc, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Osaic FS, Inc. and Osaic FA, Inc. are separately owned and other entities and/or marketing names, products, or services referenced here are independent.

Education

• Massachusetts Institute of Technology

  MIT Sloan and MIT CSAIL - Artificial Intelligence: Implications for Business Strategy

• La Salle University

  Criminal Justice & Sociology

• The Wharton School

  SIFMA - Securities Industry Institute

  2017 — 2019