Kelly Joe Goodburn

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

• 04/1999 → 01/2017
  Bankers & Investors Co.
  Kansas City, MO
• 01/2017 → 06/2024
  Securities America, Inc.
  Mission, KS
• 01/2017 → 06/2024
  Securities America Advisors
  Mission, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mission, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mission, KS

Previous Registrations

• 2017-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Roeland Park, KS
• 2008-10-06 → 2017-01-26
  Bankers & Investors Co.
  Kansas City, MO
  Kansas City, KS
  Mission, KS

Other Businesses

1. DBA: Goodburn Financial 2. INSURANCE SALES POSITION: agent NATURE: Fixed Annuities Life Insurance Index Annuities - EIA - Jackson National INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/01/1997 ADDRESS: 3710 W. 52nd Pl, Roeland Park KS 66205, United States DESCRIPTION: I sell insurance to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-02
• S63 Uniform Securities Agent State Law Examination
  1997-01-17