David Wynne Noffsinger

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

• 06/2004 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Newport News, VA

Previous Registrations

• 2008-10-21 → 2024-08-23
  Triad Advisors Llc
  Newport News, VA
  Newport News, VA
  Newport News, VA

Other Businesses

1)NOFFSINGER FINANCIAL GROUP POSITION: Owner/CEO NATURE: This is an L.L.C. for a Financial Advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2004 ADDRESS: 11028 Warwick Blvd, Ste A, Newport News VA 23601, United States DESCRIPTION: Managing Investments and making recommendations in stocks, bonds and mutual funds. Other recommendations in alternative investments and insurance/annuities. 2)NOFFSINGER FINANCIAL GROUP POSITION: Owner/CEO NATURE: Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 11028 Warwick Blvd, Ste A, Newport News VA 23601, United States DESCRIPTION: Life Insurance and Term Insurance. 3)FLY'S ATTIC/EBAY POSITION: Owner NATURE: I sell sports cards, baseball and football through EBAY. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 14 Pin Oak Rd., Newport News VA 23601, United States DESCRIPTION: I list the cards on the eBay website. When someone purchases a card, then I mail it to them.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-19
• S63 Uniform Securities Agent State Law Examination
  1997-09-19