Tonu Viitas

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

• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Martinez, CA

Previous Registrations

• 2011-09-19 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Martinez, CA

Other Businesses

1. TONU VIITAS POSITION: Agent NATURE: Selling health and dental insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2003 ADDRESS: 2125 Cedar St, Apt B, Berkeley CA 94709, United States DESCRIPTION: Selling health insurance and dental insurance. 2. TONU VIITAS POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2006 ADDRESS: 2125 Cedar Street, Apt B, Berkeley CA 94709, United States DESCRIPTION: Notarization 3. ESTONIAN SOCIETY OF SAN FRANCISCO POSITION: Treasurer NATURE: Non-profit organization-organizing event for Estonian community in San Francisco Bay Area INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2005 ADDRESS: 2164 Feliz Drive, Novato CA 94945, United States DESCRIPTION: Keeping finances in order 4. INDEPENDENT CAPITAL MANAGEMENT POSITION: Statutory Agent - NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2003 ADDRESS: 2125 Cedar St, Apt B, Berkeley CA 94709, United States email address is viitas@osaicwealth.com DESCRIPTION: Selling traditional insurance products: life insurance, health insurance, disability insurance, dental insurance 5. CITADEL LAW POSITION: Other - Certified Estate Planner NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 2372 Morse Ave, Irvine CA 92614, United States DESCRIPTION: Referring clients to attorney for estate planning services 6. ALL INDEPENDENT FINANCIAL POSITION: Other - refer mortgage and real estate services NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2012 ADDRESS: 1320 Arnold Drive Suite 161, Martinez CA 94553, United States DESCRIPTION: refer mortgage and real estate services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-08
• S63 Uniform Securities Agent State Law Examination
  2002-12-04