Fizal Kassim

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 06/2024
  Securities America, Inc.
  Plymouth, MN
• 07/2015 → 06/2024
  Securities America Advisors
  Plymouth, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Plymouth, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Plymouth, MN

Previous Registrations

• 2015-07-20 → 2024-06-14
  Securities America Advisors, Inc.
  Plymouth, MN
• 2014-01-31 → 2015-07-22
  Fintegra, Llc
  Plymouth, MN
  Champlin, MN

Other Businesses

FIZAL KASSIM INSURANCE POSITION: agent NATURE: Insurance sales/sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1990 ADDRESS: 12410 42nd Place N, Plymouth MN 55442, United States DESCRIPTION: sell and service Life, Health and Annuity plans

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1990-04-27

Other Names

• Mohamed Fizal Kassim