Deirdre Michelle Flaherty

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

• 07/1999 → Present
  Flaherty Financial
  Missoula, MT
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Beaverton, OR
• 09/2023 → Present
  Osaic Wealth, Inc.
  Missoula, MT

Previous Registrations

• 2013-07-12 → 2023-09-01
  Osaic Services, Inc.
  Missoula, MT

Other Businesses

1. FLAHERTY FINANCIAL SERVICES, INC. POSITION: Other - I am a registered representative and employee of Flaherty Financial Services. NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/06/2003 ADDRESS: 340 E Central Ave, Missoula MT 59801, United States DESCRIPTION: I am a registered representative involved in securities sales 2. FLAHERTY FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Selling Life Insurance and Annuity products INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/25/2018 ADDRESS: 340 E Central Ave, Missoula MT 59801, United States DESCRIPTION: Selling life insurance 3. MISSOULA SYMPHONY ORCHESTRA POSITION: boardmember NATURE: Non Profit board for the Missoula Symphony INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 320 E Main, Missoula MT 59802, United States DESCRIPTION: J

Exams

• S66 Uniform Combined State Law Examination
  2013-06-07