Scott Douglas Bulmer

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

• 03/2011 → 03/2018
  Proequities, Inc.
  Oklahoma City, OK
• 03/2018 → 06/2024
  Securities America, Inc.
  Oklahoma City, OK
• 03/2018 → 06/2024
  Securities America Advisors
  Oklahoma City, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK

Previous Registrations

• 2018-03-29 → 2024-06-14
  Securities America Advisors, Inc.
  Oklahoma City, OK
  Oklahoma City, OK
• 2011-03-28 → 2018-04-02
  Concourse Financial Group Securities, Inc.
  Oklahoma City, OK
  Oklahoma City, OK
  Middletown, CT
  Oklahoma City, OK
• 2002-04-03 → 2011-03-31
  Oneamerica Securities, Inc.
  Tulsa, OK
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

**Blue Cross/Blue Shield Position: Insurance agent Nature: Health Insurance Investment Related: No Hours: 10 Securities Trading Hours: 5 Start Date: 01/01/2000 Address: 3817 N.W. Expressway, Suite 300, Oklahoma City OK 73112 **SECURITIES AMERICA ADVISORS POSITION: Financial Advisor NATURE: Securities Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/02/2018 ADDRESS: 918 SW 107th St Ste 100, OKC OK 73170 **FUTURITY FIRST INSURANCE GROUP POSITION: Financial Advisor NATURE: Futurity First Insurance Group INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2006 ADDRESS: 918 SW 107, Ste 100, Oklahoma City OK 73170 DESCRIPTION: FMO for life, annuities, long-term care **BULMER FINANCIAL GROUP POSITION: Financial Advisor NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2015 ADDRESS: 918 SW 107, Ste 100, OKC OK 73170 DESCRIPTION: Financial Advising duties, independent insurance duties. **SDB54LLC POSITION: I am the principal member of the LLC NATURE: I built a small office building in which I occupy 40 % of it. I sublease out the other two spaces to two different lawyers. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 918 SW 107, Ste. 100, Oklahoma City OK 73170 DESCRIPTION: I own the office building and sublease out two spaces to two different lawyers. At present I am not drawing any personal income from the rent that I receive. I use it for the loan payment, property insurance and taxes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-27
• S63 Uniform Securities Agent State Law Examination
  1996-10-11

Other Names

• Scott D Bulmer