Timothy Gerard Militti

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

• 01/2007 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 11/2014 → 06/2024
  Securities America Advisors
  Omaha, NE
• 10/2013 → 07/2022
  First State Bank
  Fremont, NE
• 02/2015 → Present
  Fremont Alzheimer'S Collaboration
  Fremont, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Valley, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Valley, NE

Previous Registrations

• 2014-11-13 → 2024-06-14
  Securities America Advisors, Inc.
  Fremont, NE
  Valley, NE

Other Businesses

1. TIM MILITTI, PRODUCER POSITION: sales NATURE: Fixed Insurance, Tim Militti producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/03/2013 ADDRESS: 8108 North 281st Avenue, Valley NE 68064 DESCRIPTION: I use Insurance products in the planning process.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-17
• S63 Uniform Securities Agent State Law Examination
  1996-12-16