Roger Bentley Verboon

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

• 09/1996 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 07/2003 → 06/2024
  Securities America Advisors, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2003-07-23 → 2024-06-14
  Securities America Advisors, Inc.
  Lavista, NE
  Omaha, NE
  La Vista, NE

Other Businesses

N/A POSITION: n/a NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1997 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: I may be affiliated with Securities America Advisors but I am not a producing advisor. As such, I really don't have an OBA.