Matthew Allen Taggart

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

• 12/2009 → 06/2024
  Securities America Inc.
  La Vista, NE
• 12/2009 → 06/2024
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ogden, UT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Ogden, UT

Previous Registrations

• 2009-12-14 → 2024-06-14
  Securities America Advisors, Inc.
  Ogden, UT
• 2007-10-15 → 2009-12-10
  U.S. Bancorp Investments, Inc.
  North Ogden, UT
  Layton, UT
  Farmington, UT
  Logan, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Midvale, UT
  North Salt Lake, UT
  Ogden, UT
  Cedar City, UT
  Hurricane, UT
  Pleasant Grove, UT
  Riverdale, UT
  Provo, UT
  Sandy, UT
  Centerville, UT
  Salt Lake City, UT
  Saint George, UT
  South Jordan, UT
  Syracuse, UT
  Bountiful, UT
  Brigham City, UT
  Draper, UT
  Ogden, UT
  Salt Lake City, UT
  Payson, UT
  Riverton, UT
  Saint George, UT
  Sunset, UT
  Woods Cross, UT
  Orem, UT
  Provo, UT
  Ogden, UT
  Lehi, UT
• 2007-01-08 → 2007-10-02
  Zions Capital Advisors, Inc.
  Ogden, UT
• 2003-02-06 → 2006-12-31
  Zions Direct, Inc.
  Ogden, UT
  Ogden, UT

Other Businesses

***TAGGART INVESTMENTS INC. POSITION: Agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: 4300 Harrison Blvd. Suite 6, Ogden UT 84403 DESCRIPTION: Fixed annuity sales and where appropriate possibly Indexed sales, I may also write life insurance if the need applies. ***TAGGART INVESTMENTS INC. POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS- INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 4300 Harrision Blvd. Suite 6, Ogden UT 84403 DESCRIPTION: Advisory Clients

Exams

• S66 Uniform Combined State Law Examination
  1999-09-15