Ali Marie Samek Ternan

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

• 09/2013 → 05/2023
  Robert W. Baird & Co. Inc.
  Boulder, CO
• 05/2023 → 06/2024
  Securities America, Inc.
  Boulder, CO
• 05/2023 → 06/2024
  Securities America Advisors
  Boulder, CO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Boulder, CO

Previous Registrations

• 2023-05-12 → 2024-06-14
  Securities America Advisors, Inc.
  Boulder, CO
  Boulder, CO
• 2014-06-06 → 2023-05-18
  Robert W. Baird & Co. Incorporated
  Boulder, CO
  Denver, CO

Other Businesses

1. INSURANCE SALES POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/12/2023 ADDRESS: 3050 BROADWAY ST, STE 301, Boulder CO 80304 DESCRIPTION: Insurance 2. DBA - Timberline Financial Planning & Wealth Management 3. PARITY DIVORCE POSITION: Manager/Owner NATURE: Divorce Financial Planning INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2023 ADDRESS: 3050 Broadway St., Suite 301, Boulder CO 80304 DESCRIPTION: Assist divorcing couples understand and divide their assets. 4. NORTH 4 LLC POSITION: Owner/Manager NATURE: LLC for Timberline Financial Planning & Wealth Management. Timberline is the DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 05/12/2023 ADDRESS: 3050 Broadway Street, Boulder CO 80304, United States DESCRIPTION: Owner, Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2014-06-05

Designations

• Certified Financial Planner

Other Names

• Ali Marie Samek