Patrick Michael Bookey

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

• 03/2002 → Present
  Various Insurance Carriers For W & R Insurance Agencies
  Anchorage, AK
• 01/2016 → Present
  Dlb Llc
  Anchorage, AK
• 08/2016 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Anchorage, AK
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Anchorage, AK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Anchorage, AK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Anchorage, AK

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Anchorage, AK
• 2016-08-19 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Anchorage, AK
  Seattle, WA
• 2001-11-26 → 2016-08-02
  Waddell & Reed
  Anchorage , AK
  Anchorage, AK

Other Businesses

INSURANCE SALES POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2020 ADDRESS: 2018 Brandilyn Street, Anchorage AK 99516, United States DESCRIPTION: Any insurance that may have a cash value ADVISORY POSITION: Producer NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2020 ADDRESS: 2018 Brandilyn Street, Anchorage AK 99516, United States DESCRIPTION: Advisory

Exams

• S66 Uniform Combined State Law Examination
  2001-10-23

Other Names

• Patrick Michael Bookey
• Patrick Bookey