Robert Thomas Petzold

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

• 02/2011 → Present
  Sunset Financial Services
  Kansas City, MO
• 11/2014 → 06/2024
  Securities America Inc
  Terra Ceia Island, FL
• 11/2014 → 06/2024
  Securities America Advisors
  Terra Ceia Island, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Terra Ceia Island, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Terra Ceia Island, FL
• 11/2010 → Present
  Kansas City Life Insurance Company
  Kansas City, MO

Previous Registrations

• 2015-01-02 → 2024-06-14
  Securities America Advisors, Inc.
  Terra Ceia Island, FL
• 2009-09-30 → 2010-11-30
  Msi Financial Services, Inc.
  Sarasota, FL
• 1998-09-18 → 2008-06-24
  Ameriprise Financial Services, Llc
  Tampa, FL
  Boca Raton, FL
  Tampa, FL

Other Businesses

***PETZOLD FINANCIAL GROUP, LLC. POSITION: Owner / Sales / Service NATURE: Life insurance, Health Insurance, Annuities and Long term care sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2017 ADDRESS: 1217 Bayshore Drive, PO Box 162, Terra Ceia Island FL 34250 DESCRIPTION: The Sale and service of life insurance, Annuities, health insurance and long term care. ***DBA - Petzold Financial Group, LLC ***KANSAS CITY LIFE INSURANCE COMPANY POSITION: Regional Vice President NATURE: Corporation - Life Insurance Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2010 ADDRESS: 3520 Broadway, Kansas City MO 64111, United States DESCRIPTION: Recruit train and support life insurance agencies and agents

Exams

• S66 Uniform Combined State Law Examination
  2002-09-25

Other Names

• Rob Petzold