Joseph A Colosimo

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

• 01/2012 → 09/2019
  Lpl Financial
  Orange, CA
• 09/2019 → 09/2022
  Lpl Financial
  Prescott Valley, AZ
• 09/2022 → 01/2024
  Woodbury Financial Services Inc
  Prescott Valley, AZ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Prescott Valley, AZ

Previous Registrations

• 2022-09-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  Prescott Valley, AZ
  Costa Mesa, CA
  Prescott Valley, AZ
• 2014-07-16 → 2022-10-03
  Lpl Financial Llc
  Newport Beach, CA
  Chino Hills, CA
  Prescott Valley, AZ

Other Businesses

1. CALIFORNIA CHOICE ADMINISTRATORS POSITION: Independent Agent NATURE: Health Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/14/2016 ADDRESS: 721 South Parker, Suite 200, Orange CA 92868, United States DESCRIPTION: Enrollment and education; distributing information and forms 2. PUBLISHED AUTHOR POSITION: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2009 ADDRESS: 6896 E. Lynx Wagon Rd, Prescott Valley AZ 86314, United States DESCRIPTION: Author: The War within Our Public Schools and 5 Essential Success Strategies for You and the Millennials .No specific securities are discussed. 3. COLOSSAL FINANCIAL & ADVISORY SERVICES POSITION: Advisor NATURE: This is my DBA at Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/30/2022 ADDRESS: 6896 E. Lynx Wagon Rd., Prescott Valley AZ 86314, United States DESCRIPTION: I'm an Advisor at Osaic Wealth. This is just a DBA/Branding 4. TOWN OF PRESCOTT VALLEY POSITION: Volunteer, have not started NATURE: Town of Prescott Valley Planning and Zoning Commission. A planning and zoning commissioner's primary role is to advise the municipal governing body (e.g., Town Council) on matters of land use, growth, and development by recommending changes to zoning maps, ordinances, community plans, and subdivision regulations. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2025 ADDRESS: 7501 E. Skoog Blvd, Prescott Valley AZ 86314, United States DESCRIPTION: A planning and zoning commissioner's primary role is to advise the municipal governing body (e.g., Town Council) on matters of land use, growth, and development by recommending changes to zoning maps, ordinances, community plans, and subdivision regulations. Again, this is a non-paid activity. It does not involve securities. I will not be making decisions or voting on anything. 5. PRESCOTT VALLEY CHAMBER OF COMMERCE POSITION: Individual Member NATURE: Town Chamber of Commerce. "Welcome to the Prescott Valley Chamber of Commerce. We are an integral part of this growing, dynamic community and represent the businesses and organizations that make up this exciting area. Ours is a diverse community with residents from every part of the nation choosing to relocate here. It is truly where the "East Coast meets the West Coast and everyone in between." The Prescott Valley Chamber of Commerce is the "go-to" organization for businesses and business information. We have a business support strategy that offers programs, products and services for a variety of business needs. Our mission is to develop, promote and preserve the general business and community interests served by the organization. We accomplish this by focusing on five target areas of relevance to the business community:" INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2026 ADDRESS: 7120 Pav Way, Prescott Valley AZ 86314, United States DESCRIPTION: There are no duties. I have joined as an Individual NOT as a business owner. My reason for joining was because the Chamber is actively trying to get new, good businesses to our growing town. My boys need careers not just jobs. They want to stay in PV, not have to go to Phoenix to get a career. You are allowed to join as either an Individual or Business Owner. I chose NOT to promote my business through the Chamber. I will attend events, ribbon cuttings, and mixers. That's it. 6. JOSEPH COLOSIMO POSITION: Agent NATURE: Fixed Insurance Products, Health Insurance, LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/15/2026 ADDRESS: 6896 E. Lynx Wagon Rd., Prescott Valley AZ 86314, United States DESCRIPTION: Insurance agent for fixed products including LTC term insurance, health.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-08
• S63 Uniform Securities Agent State Law Examination
  2001-07-11