Barbara Ann Blas

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

• 07/2016 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 09/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Kingston, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Kingston, NY

Previous Registrations

• 2021-04-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Kingston, NY

Other Businesses

1) GIRAFFE CAPITAL. POSITION: Insurance agent. NATURE: Insurance Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/08/2016. ADDRESS: 70 Maiden Ln, 2nd Floor, Kingston NY 12401. DESCRIPTION: Sales of fixed insurance products. 2) BENEFIT COUNSELING ASSOC. POSITION: Insurance Agent. NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2016. ADDRESS: 70 Maiden Ln, 2nd Floor, Kingston NY 12401. DESCRIPTION: LTC Sales and Group Benefits, Agent - Sales. 3) Congregation Agudas Achim. POSITION: Board member. NATURE: not for profit. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/30/1975 ADDRESS: 254 Lucas Ave, Kingston NY 12401. DESCRIPTION: Board of directors meeting approximately once a quarter. 4) The Barbara A Blas Revocable Living Trust. POSITION: TRUSTEE. NATURE: Revocable trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2010 ADDRESS: 259 Millers Lane, Kingston NY 12401. DESCRIPTION: TRUSTEE. 5) THE REHER CENTER FOR IMMIGRANT CULTURE AND HISTORY POSITION: President Emertis NATURE: Not -for- Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2004 ADDRESS: 101 Broadway, Kingston NY 12401, United States DESCRIPTION: run board meetings, volunteer for events, assist in development 6) GIRAFFE CAPITAL POSITION: insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/08/2016 ADDRESS: 259 Millers Lane, Kingston NY 12401, United States DESCRIPTION: Insurance sales, and fixed annuity sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-16

Other Names

• Barbara Cohen
• Barbara Ann Blas