Joseph William Missman

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

• 09/2011 → 05/2019
  Edward Jones
  St. Louis, MO
• 05/2019 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 05/2019 → 06/2024
  Securities America Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2019-05-09 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
• 2011-09-07 → 2019-05-08
  Edward Jones
  Omaha, NE
  Council Bluffs, IA
• 2010-10-22 → 2011-09-27
  Msi Financial Services, Inc.
  Omaha, NE
• 2007-09-19 → 2010-10-19
  Edward Jones
  Omaha, NE
  Omaha, NE
  Papillion, NE
  St Louis, MO

Other Businesses

1. INSURANCE SALES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020 ADDRESS: 2111 S 67th St, Ste 300, Omaha NE 68106, United States DESCRIPTION: Insurance Sales 2. JOINT FINANCIAL LLC POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 80 START DATE: 05/19/2019 ADDRESS: 14301 FNB PKWY, STE 100, OMAHA NE 68154-7200, United States DESCRIPTION: This is a corporate entity for my business relationships through Osaic Wealth Management. 3. INSURANCE SALES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020 ADDRESS: 14301 FNB Pkwy, Ste 100, Omaha NE 68154, United States DESCRIPTION: Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2007-09-07

Other Names

• Joseph Missman