April Marie Wilson

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

• 08/2006 → 11/2020
  Hornor Townsend & Kent Inc
  Horsham, PA
• 08/2006 → 11/2020
  Penn Mutual Ins Co
  Horsham, PA
• 11/2020 → Present
  Osaic Wealth, Inc.
  Horsham, PA

Previous Registrations

• 2006-08-30 → 2020-11-02
  Hornor, Townsend & Kent, Llc
  Bellevue, WA
• 2002-09-09 → 2006-08-23
  Lpl Financial Llc
  Seattle, WA
  Seattle, WA

Other Businesses

1) RENTAL PROPERTY POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2010 ADDRESS: 8233 NE 140th Pl, Kirkland WA 98034, United States DESCRIPTION: manage rental activity and coordinate rental payments 2) HAWAII RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/12/2019 ADDRESS: 4401 L Honoapillani Rd, B401, Lahaina HI 96761, United States DESCRIPTION: Property Managed By 3rd Party : Collect Rents 3) PACIFIC CAPITAL RESOURCE GROUP, INC. POSITION: Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/01/2006 ADDRESS: 10900 NE 4th St, suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: insurance sales for multiple carriers, as an Agent; sale of life, health, disability, LTC insurance and annuities.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-08

Designations

• Certified Financial Planner

Other Names

• April Marie Forsman