Brian James Tamasi

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

• 03/2007 → 09/2020
  Securities Service Network, Inc.
  Overland Park, KS
• 11/2001 → Present
  Bta Financial Group, Inc.
  Overland Park, KS
• 09/2020 → 06/2024
  Securities America, Inc.
  Overland Park, KS
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Overland Park, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Overland Park, KS
• 2007-03-27 → 2020-09-18
  Ssn Advisory, Inc.
  Overland Park, KS
• 2001-06-19 → 2007-03-27
  Fsc Securities Corporation
  Mission, KS
  Mission, KS

Other Businesses

1. BTA FINANCIAL GROUP, INC. POSITION: Sales and Service NATURE: Insurance Sales and Service INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/01/2007 ADDRESS: 6701 W 64th Street, Suite 220, Overland Park KS 66221, United States DESCRIPTION: Individual Insurance Sales and Service - Health Insurance, Life Insurance, Disability Insurance and Long Term Care 2. BROKER SOURCE POSITION: Marketing, Sales and Service NATURE: Individual and Group Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/25/2015 ADDRESS: 4601 College Blvd, Suite 210, Leawood KS 66211, United States DESCRIPTION: Individual and Group Health Insurance Marketing, Sales and Service. 3. BLUE VALLEY INSURANCE AGENCY POSITION: Marketing and Client Relationship Management NATURE: Property Casualty Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 7311 W 132nd Street, Suite 100, Overland Park KS 66213, United States DESCRIPTION: Marketing and Client Relationship Management 4. SIGMA PHI EPSILON FRATERNITY POSITION: Board Member NATURE: Alumni Board Volunteer for the Kansas Gamma chapter of Sigma Phi Epsilon Fraternity INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2002 ADDRESS: 1645 Tennessee, Lawrence KS 66044, United States DESCRIPTION: Help oversee chapter activities and finances 5. DBA - BTA Financial Group, Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-30
• S63 Uniform Securities Agent State Law Examination
  1997-10-01