Bernard James Muth

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-24

MD RA
APPROVED

Since 2025-01-24

Branch Locations

Towson, MD • United States

22 West Pennsylvania Avenue, Bel Air, MD 21014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors	Lutherville	MD	09/2006	01/2025
Gernon Muth & Associates	Bel Air	MD	02/2006	Present
Osaic Wealth, Inc.	Bel Air	MD	01/2025	Present

09/2006 → 01/2025

Lincoln Financial Advisors

Lutherville, MD
02/2006 → Present

Gernon Muth & Associates

Bel Air, MD
01/2025 → Present

Osaic Wealth, Inc.

Bel Air, MD

Previous Registrations

2006-11-20 → 2025-01-24

Osaic Fa, Inc.

Bel Air, MD

Vienna, VA

Bel Air, MD

Other Businesses

GERNON, MUTH & ASSOCIATES POSITION: Agent NATURE: Employee Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: 22 W. Pennsylvania Ave, Bel Air MD 21014, United States DESCRIPTION: Service group benefits

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-11-16

S66 Uniform Combined State Law Examination

2006-11-16

Designations

Certified Financial Planner

Other Names

Bj Muth

View on SEC IAPD