Kathleen Balcita Jucar

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

• 01/2006 → 12/2017
  Nationwide Investment Services Corporation
  Columbus, OH
• 06/2018 → 07/2018
  Securian Financial Services Inc
  St. Paul, MN
• 05/2018 → Present
  Minnesota Life Insurance Company
  St. Paul, MN
• 07/2018 → 03/2021
  Securian Financial Services Inc
  St. Paul, MN
• 01/2018 → 04/2018
  Wealthvest
  Bozman, MT
• 05/2020 → Present
  Death Doula/Planner/Midwife
  Hermosa Beach, CA
• 06/2021 → 09/2023
  Sagepoint Financial, Inc.
  Calabasas, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Marlborough, MA
• 09/2023 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2023-09-19 → 2024-05-29
  The Ameriflex Group
  Calabasas, CA

Other Businesses

1. SYNERGY WEALTH PARTNERS, LLC POSITION: Associate Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 05/28/2024 ADDRESS: 5 Mount Royal Ave, Suite 240, Malrborough MA 01752, United States DESCRIPTION: Help Jessica Cole prep for client meetings, run financial planning projections which also may include education and home ownership planning. 2. SYNERGY WEALTH PARTNERS, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/28/2024 ADDRESS: 5 Mount Royal Ave, Suite 240, Malrborough MA 01752, United States DESCRIPTION: Fixed insurance - representative offering fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18
• S63 Uniform Securities Agent State Law Examination
  2000-02-08

Other Names

• Kathleen Balcita Jucar