Brian Michael Bannister

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

• 02/2007 → Present
  Interlink Financial Group
  Fair Oaks, CA
• 01/2009 → 06/2024
  Securities America, Inc.
  Fair Oaks, CA
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Lavista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fair Oaks, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fair Oaks, CA

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Fair Oaks, CA
• 2006-11-20 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  Fair Oaks, CA
• 2002-10-08 → 2003-06-30
  Morgan Stanley Dw Inc.
  Sacramento, CA

Other Businesses

**SECURITIES AMERICA ADVISORS, INC. Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Start Date: 1/2009 - Located at 7844 MADISON AVE. STE 150, FAIR OAKS, CA 95628 **BRIAN BANNISTER POSITION: Sales Rep NATURE: INSURANCE SALES - AGENT - Investment Related - Start Date: 11/2002 - Located at 7844 MADISON AVE STE 150 FAIR OAKS CA 95628 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2002 ADDRESS: 7844 Madison Ave #150, Fair Oaks CA 95628 DESCRIPTION: Sell Insurance **BANNISTER TAX GROUP POSITION: Brian Bannister NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 56 SECURITIES TRADING HOURS: 56 START DATE: 11/01/2010 ADDRESS: 7844 Madison Ave #150, Fair Oaks CA 95628 DESCRIPTION: Preparing tax returns for individuals

Exams

• S66 Uniform Combined State Law Examination
  2002-09-16

Other Names

• Brian Bannister