Benjamin Mark Mitchell

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

• 11/2000 → Present
  Securities America Inc
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-06-09 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

NON-PRODUCING HOME OFFICE EMPLOYEE POSITION: N/A NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 6/2015 - LOCATED AT 12325 PORT GRACE BLVD, LA VISTA, NE 68128 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128, United States DESCRIPTION: Non-producing home office employee

Exams

• S66 Uniform Combined State Law Examination
  2015-05-21

Other Names

• Ben Mark Mitchell